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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $33,999 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,920 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,720 | $91,439-11.7% | $135,974-40.6% | $71,511+12.9% |
| Participation rate | 71.6% | 75.7%-4.0pp | 81.9%-10.3pp | 67.9%+3.7pp |
| Annual return | 24.60% | 29.90%-5.3pp | 68.30%-43.7pp | 28.86%-4.3pp |
| Employer contribution / active EE | $2,975 | $3,705-19.7% | $4,859-38.8% | $2,589+14.9% |
| Participant deferral / active EE | $10,455 | $7,093+47.4% | $7,760+34.7% | $4,291+143.7% |
| Admin fee / account holder | $263 | $1,267-79.2% | $10,767-97.6% | $1,588-83.4% |