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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,648 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $11,321 |
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 | $70,500 | $62,393+13.0% | $120,580-41.5% | $74,478-5.3% |
| Participation rate | 99.3% | 56.8%+42.5pp | 72.0%+27.3pp | 67.2%+32.0pp |
| Annual return | 20.81% | 18.61%+2.2pp | 107.48%-86.7pp | 1370.56%-1349.8pp |
| Employer contribution / active EE | $4,936 | $1,845+167.6% | $3,469+42.3% | $2,626+88.0% |
| Participant deferral / active EE | $6,844 | $2,886+137.2% | $4,995+37.0% | $4,350+57.3% |
| Admin fee / account holder | $205 | $2,396-91.5% | $9,418-97.8% | $1,946-89.5% |