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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,115 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $7,937 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,765 | $76,407-2.1% | $150,298-50.3% | $82,448-9.3% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 20.77% | 39.99%-19.2pp | 62.79%-42.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,088 | $2,614+18.1% | $4,154-25.7% | $2,551+21.1% |
| Participant deferral / active EE | $18,457 | $3,214+474.2% | $5,453+238.5% | $4,139+345.9% |
| Admin fee / account holder | $183 | $6,352-97.1% | $14,116-98.7% | $7,234-97.5% |