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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,354 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,492 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,007 | $76,112+107.6% | $96,534+63.7% | $71,511+121.0% |
| Participation rate | 87.3% | 74.4%+12.9pp | 76.0%+11.4pp | 67.9%+19.4pp |
| Annual return | 14.17% | 22.81%-8.6pp | 25.88%-11.7pp | 28.86%-14.7pp |
| Employer contribution / active EE | $2,218 | $2,248-1.3% | $2,965-25.2% | $2,589-14.3% |
| Participant deferral / active EE | $7,416 | $4,217+75.9% | $4,851+52.9% | $4,291+72.8% |
| Admin fee / account holder | $107 | $2,708-96.1% | $8,253-98.7% | $1,588-93.3% |