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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,186 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,501 | $62,715-13.1% | $104,299-47.7% | $66,949-18.6% |
| Participation rate | 93.8% | 59.6%+34.3pp | 73.3%+20.6pp | 69.8%+24.0pp |
| Annual return | -15.91% | -14.70%-1.2pp | 24.62%-40.5pp | 1.57%-17.5pp |
| Employer contribution / active EE | $3,681 | $1,976+86.3% | $3,373+9.1% | $2,545+44.6% |
| Participant deferral / active EE | $5,273 | $2,852+84.9% | $4,626+14.0% | $4,239+24.4% |
| Admin fee / account holder | $78 | $657-88.1% | $7,339-98.9% | $594-86.9% |