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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $39,818 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
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 | $85,910 | $71,192+20.7% | $117,861-27.1% | $62,293+37.9% |
| Participation rate | 97.0% | 74.2%+22.8pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 16.04% | 18.66%-2.6pp | 335.11%-319.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,547 | $1,934+31.7% | $3,786-32.7% | $2,042+24.7% |
| Participant deferral / active EE | $2,939 | $3,189-7.8% | $4,482-34.4% | $3,169-7.3% |
| Admin fee / account holder | $24 | $587-95.9% | $8,021-99.7% | $479-95.0% |