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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 | $62,409+13.0% | $120,524-41.5% | $74,429-5.3% |
| Participation rate | 99.3% | 56.8%+42.5pp | 71.9%+27.3pp | 67.2%+32.0pp |
| Annual return | 20.81% | 18.62%+2.2pp | 107.36%-86.6pp | 1368.38%-1347.6pp |
| Employer contribution / active EE | $4,936 | $1,847+167.3% | $3,469+42.3% | $2,625+88.1% |
| Participant deferral / active EE | $6,844 | $2,888+137.0% | $4,994+37.1% | $4,348+57.4% |
| Admin fee / account holder | $205 | $2,394-91.5% | $9,440-97.8% | $1,944-89.5% |