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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,138 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,085 | $79,169-53.2% | $100,415-63.1% | $74,478-50.2% |
| Participation rate | 94.3% | 79.4%+14.9pp | 81.5%+12.8pp | 67.2%+27.0pp |
| Annual return | 19.85% | 20.51%-0.7pp | 49.47%-29.6pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,411 | $7,751+60.1% | $8,091+53.4% | $4,350+185.3% |
| Admin fee / account holder | $11 | $1,337-99.2% | $7,906-99.9% | $1,946-99.4% |