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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 | $101,499-12.7% | $147,005-39.8% | $74,546+18.8% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 22.56% | 8732.34%-8709.8pp | 418.76%-396.2pp | 1366.03%-1343.5pp |
| Employer contribution / active EE | $5,897 | $3,811+54.7% | $4,934+19.5% | $2,624+124.7% |
| Participant deferral / active EE | $21,164 | $7,304+189.7% | $8,070+162.3% | $4,347+386.8% |
| Admin fee / account holder | $14 | $1,748-99.2% | $13,006-99.9% | $1,944-99.3% |