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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,227 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,565 | $101,672-12.9% | $147,117-39.8% | $74,478+18.9% |
| Participation rate | 96.1% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 22.56% | 8757.83%-8735.3pp | 420.54%-398.0pp | 1370.56%-1348.0pp |
| Employer contribution / active EE | $5,897 | $3,813+54.6% | $4,932+19.6% | $2,626+124.5% |
| Participant deferral / active EE | $21,164 | $7,305+189.7% | $8,065+162.4% | $4,350+386.5% |
| Admin fee / account holder | $14 | $1,753-99.2% | $12,993-99.9% | $1,946-99.3% |