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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,061 |
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 | $113,573 | $78,636+44.4% | $105,607+7.5% | $74,459+52.5% |
| Participation rate | 79.5% | 72.8%+6.8pp | 75.3%+4.3pp | 67.2%+12.3pp |
| Annual return | 15.18% | 15.96%-0.8pp | 116.11%-100.9pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $2,760 | $2,523+9.4% | $3,167-12.9% | $2,626+5.1% |
| Participant deferral / active EE | $9,176 | $4,322+112.3% | $5,011+83.1% | $4,350+111.0% |
| Admin fee / account holder | $15 | $2,220-99.3% | $10,958-99.9% | $1,945-99.3% |