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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,858 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,743 | $84,940-26.1% | $111,306-43.6% | $79,389-21.0% |
| Participation rate | 80.3% | 75.9%+4.5pp | 77.3%+3.0pp | 70.7%+9.6pp |
| Annual return | 12.71% | 17.45%-4.7pp | 54.67%-42.0pp | 116.89%-104.2pp |
| Employer contribution / active EE | $1,072 | $1,979-45.8% | $2,732-60.7% | $2,428-55.8% |
| Participant deferral / active EE | $4,660 | $3,889+19.8% | $4,488+3.9% | $4,046+15.2% |
| Admin fee / account holder | $13 | $537-97.6% | $7,966-99.8% | $626-98.0% |