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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,380 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,343 | $71,878+68.8% | $86,698+40.0% | $68,486+77.2% |
| Participation rate | 98.5% | 72.2%+26.3pp | 76.6%+21.9pp | 67.9%+30.6pp |
| Annual return | -14.61% | 3.53%-18.1pp | 35.95%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,358 | $2,173-37.5% | $2,837-52.1% | $2,597-47.7% |
| Participant deferral / active EE | $5,642 | $3,779+49.3% | $4,656+21.2% | $4,028+40.1% |
| Admin fee / account holder | $18 | $6,113-99.7% | $7,493-99.8% | $5,404-99.7% |