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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $120,791 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,508 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,204 | $86,692+14.4% | $119,634-17.1% | $66,949+48.2% |
| Participation rate | 95.4% | 75.6%+19.8pp | 79.3%+16.1pp | 69.8%+25.6pp |
| Annual return | -16.54% | -8.00%-8.5pp | -14.98%-1.6pp | 1.57%-18.1pp |
| Employer contribution / active EE | $3,008 | $2,536+18.6% | $4,232-28.9% | $2,545+18.2% |
| Participant deferral / active EE | $4,406 | $4,360+1.1% | $5,601-21.3% | $4,239+3.9% |
| Admin fee / account holder | $205 | $755-72.8% | $10,329-98.0% | $594-65.4% |