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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,180 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,017 | $77,472+167.2% | $100,415+106.2% | $80,959+155.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.30% | 37.26%-22.0pp | 49.47%-34.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $4,237 | $2,800+51.3% | $3,943+7.5% | $2,757+53.7% |
| Participant deferral / active EE | $14,665 | $6,818+115.1% | $8,091+81.2% | $4,300+241.0% |
| Admin fee / account holder | $19 | $5,885-99.7% | $7,906-99.8% | $6,925-99.7% |