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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,233 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,577 | $50,902-47.8% | $155,534-82.9% | $77,736-65.8% |
| Participation rate | 87.3% | 63.1%+24.2pp | 78.2%+9.0pp | 70.6%+16.7pp |
| Annual return | 15.61% | 34.85%-19.2pp | 64.92%-49.3pp | 31.26%-15.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,724 | $2,824+102.7% | $5,630+1.7% | $4,651+23.1% |
| Admin fee / account holder | $26 | $437-94.0% | $15,900-99.8% | $433-94.0% |