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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,574 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,353 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,776 | $50,199-46.7% | $69,890-61.7% | $66,949-60.0% |
| Participation rate | 99.4% | 66.3%+33.0pp | 70.5%+28.9pp | 69.8%+29.5pp |
| Annual return | -11.80% | -13.85%+2.0pp | 190.84%-202.6pp | 1.57%-13.4pp |
| Employer contribution / active EE | $1,301 | $1,864-30.2% | $2,560-49.2% | $2,545-48.9% |
| Participant deferral / active EE | $3,110 | $3,112-0.1% | $3,848-19.2% | $4,239-26.6% |
| Admin fee / account holder | $115 | $600-80.8% | $6,267-98.2% | $594-80.6% |