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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $103,678 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,555 | $106,247-10.1% | $147,096-35.0% | $77,714+23.0% |
| Participation rate | 76.0% | 78.4%-2.4pp | 82.2%-6.2pp | 70.6%+5.4pp |
| Annual return | 14.86% | 56.87%-42.0pp | 419.75%-404.9pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,673 | $4,069-58.9% | $4,936-66.1% | $2,727-38.6% |
| Participant deferral / active EE | $8,800 | $7,996+10.0% | $8,071+9.0% | $4,649+89.3% |
| Admin fee / account holder | $109 | $338-67.7% | $13,005-99.2% | $433-74.8% |