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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,358 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 15 · EIN 11-2551174 | Recordkeeping | $21,182 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,399 | $65,453+30.5% | $86,691-1.5% | $66,930+27.6% |
| Participation rate | 97.3% | 75.5%+21.8pp | 76.6%+20.7pp | 69.8%+27.5pp |
| Annual return | -13.38% | -10.89%-2.5pp | 35.94%-49.3pp | 1.57%-15.0pp |
| Employer contribution / active EE | $3,675 | $2,154+70.6% | $2,837+29.5% | $2,545+44.4% |
| Participant deferral / active EE | $10,713 | $4,102+161.2% | $4,656+130.1% | $4,238+152.8% |
| Admin fee / account holder | $203 | $642-68.4% | $7,492-97.3% | $593-65.8% |