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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,100 |
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 | $124,683 | $78,428+59.0% | $95,960+29.9% | $79,852+56.1% |
| Participation rate | 94.5% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.9pp |
| Annual return | 13.17% | 19.37%-6.2pp | 91.63%-78.5pp | 31.72%-18.5pp |
| Employer contribution / active EE | $562 | $1,945-71.1% | $2,541-77.9% | $2,471-77.3% |
| Participant deferral / active EE | $4,602 | $3,440+33.8% | $4,167+10.4% | $3,740+23.0% |
| Admin fee / account holder | $14 | $5,622-99.8% | $6,797-99.8% | $5,306-99.7% |