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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,784 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,735 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,843 | $68,398+73.8% | $94,664+25.5% | $75,173+58.1% |
| Participation rate | 90.9% | 76.1%+14.8pp | 80.8%+10.1pp | 67.2%+23.7pp |
| Annual return | 19.38% | 616.72%-597.3pp | 156.84%-137.5pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,967 | $6,537+6.6% | $7,417-6.1% | $4,126+68.8% |
| Admin fee / account holder | $265 | $5,324-95.0% | $7,222-96.3% | $5,651-95.3% |