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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,914 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,562 | $77,962-12.1% | $178,540-61.6% | $80,935-15.3% |
| Participation rate | 89.5% | 65.7%+23.8pp | 77.1%+12.4pp | 67.7%+21.8pp |
| Annual return | 13.75% | 18.10%-4.3pp | 27.15%-13.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $4,258 | $2,280+86.7% | $3,953+7.7% | $2,757+54.4% |
| Participant deferral / active EE | $11,897 | $4,404+170.1% | $6,281+89.4% | $4,299+176.7% |
| Admin fee / account holder | $41 | $7,156-99.4% | $10,424-99.6% | $6,924-99.4% |