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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 | $88,137+46.7% | $164,975-21.6% | $74,429+73.7% |
| Participation rate | 96.3% | 73.1%+23.2pp | 78.6%+17.7pp | 67.2%+29.1pp |
| Annual return | 14.48% | 17.13%-2.7pp | 70.12%-55.6pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $2,298 | $2,597-11.5% | $4,343-47.1% | $2,625-12.5% |
| Participant deferral / active EE | $4,552 | $4,501+1.1% | $6,033-24.6% | $4,348+4.7% |
| Admin fee / account holder | $250 | $2,231-88.8% | $12,688-98.0% | $1,944-87.1% |