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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,226 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,085 | $61,338+73.0% | $149,717-29.1% | $71,495+48.4% |
| Participation rate | 96.6% | 62.5%+34.1pp | 78.8%+17.9pp | 67.9%+28.7pp |
| Annual return | 16.71% | 35.86%-19.1pp | 134.41%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $3,676 | $2,381+54.4% | $4,820-23.7% | $2,589+42.0% |
| Participant deferral / active EE | $6,680 | $2,919+128.8% | $5,682+17.6% | $4,291+55.7% |
| Admin fee / account holder | $20 | $1,263-98.4% | $13,213-99.9% | $1,588-98.8% |