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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,102 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $9,781 |
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 | $21,677 | $65,083-66.7% | $143,788-84.9% | $66,930-67.6% |
| Participation rate | 97.0% | 65.2%+31.8pp | 80.3%+16.7pp | 69.8%+27.2pp |
| Annual return | -12.43% | -11.13%-1.3pp | -0.03%-12.4pp | 1.57%-14.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,425 | $2,920+51.5% | $5,638-21.5% | $4,238+4.4% |
| Admin fee / account holder | $53 | $502-89.5% | $14,675-99.6% | $593-91.1% |