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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $146,306 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,227 |
Service code 15 · EIN 43-0831507 | Recordkeeping | $18,850 |
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 | $129,317 | $88,203+46.6% | $165,100-21.7% | $74,478+73.6% |
| Participation rate | 96.3% | 73.1%+23.2pp | 78.6%+17.7pp | 67.2%+29.1pp |
| Annual return | 14.48% | 17.13%-2.7pp | 70.21%-55.7pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $2,298 | $2,601-11.7% | $4,348-47.2% | $2,626-12.5% |
| Participant deferral / active EE | $4,552 | $4,505+1.0% | $6,035-24.6% | $4,350+4.6% |
| Admin fee / account holder | $250 | $2,235-88.8% | $12,696-98.0% | $1,946-87.1% |