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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,560 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,206 | $78,520+213.6% | $96,576+154.9% | $82,448+198.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 15.84% | 41.30%-25.5pp | 38.47%-22.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,738 | $2,630+80.2% | $3,553+33.4% | $2,551+85.7% |
| Participant deferral / active EE | $16,241 | $6,754+140.5% | $7,956+104.1% | $4,139+292.4% |
| Admin fee / account holder | $23 | $13,455-99.8% | $11,381-99.8% | $7,234-99.7% |