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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $81,015 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,827 | $100,801-13.9% | $149,730-42.0% | $73,412+18.3% |
| Participation rate | 73.8% | 77.7%-3.9pp | 82.5%-8.6pp | 72.2%+1.7pp |
| Annual return | 20.81% | 265.34%-244.5pp | 276.70%-255.9pp | 59.30%-38.5pp |
| Employer contribution / active EE | $1,389 | $3,312-58.1% | $4,645-70.1% | $2,234-37.8% |
| Participant deferral / active EE | $6,507 | $6,404+1.6% | $6,843-4.9% | $3,806+71.0% |
| Admin fee / account holder | $102 | $181-43.5% | $9,310-98.9% | $158-35.3% |