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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,200 |
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 | $97,928 | $79,438+23.3% | $106,554-8.1% | $79,389+23.4% |
| Participation rate | 75.2% | 74.2%+1.1pp | 76.1%-0.9pp | 70.7%+4.5pp |
| Annual return | 14.30% | 18.27%-4.0pp | 26.80%-12.5pp | 116.89%-102.6pp |
| Employer contribution / active EE | $2,314 | $2,235+3.6% | $2,819-17.9% | $2,428-4.7% |
| Participant deferral / active EE | $8,403 | $3,824+119.8% | $4,398+91.1% | $4,046+107.7% |
| Admin fee / account holder | $10 | $523-98.2% | $7,408-99.9% | $626-98.5% |