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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,803 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $34,523 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,972 | $50,919-54.9% | $155,556-85.2% | $77,762-70.5% |
| Participation rate | 88.4% | 63.1%+25.3pp | 78.2%+10.2pp | 70.6%+17.8pp |
| Annual return | 13.20% | 34.84%-21.6pp | 64.84%-51.6pp | 31.27%-18.1pp |
| Employer contribution / active EE | $875 | $1,991-56.1% | $4,675-81.3% | $2,728-67.9% |
| Participant deferral / active EE | $2,947 | $2,824+4.3% | $5,631-47.7% | $4,651-36.6% |
| Admin fee / account holder | $122 | $437-72.1% | $15,885-99.2% | $433-71.8% |