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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,835 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,411 | $101,672-13.0% | $147,117-39.9% | $74,478+18.7% |
| Participation rate | 85.0% | 75.5%+9.4pp | 82.2%+2.8pp | 67.2%+17.7pp |
| Annual return | 16.93% | 8757.83%-8740.9pp | 420.54%-403.6pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $4,694 | $3,813+23.1% | $4,932-4.8% | $2,626+78.7% |
| Participant deferral / active EE | $15,595 | $7,305+113.5% | $8,065+93.4% | $4,350+258.5% |
| Admin fee / account holder | $10 | $1,753-99.4% | $12,993-99.9% | $1,946-99.5% |