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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 | $101,591-13.0% | $147,096-39.9% | $74,429+18.8% |
| Participation rate | 85.0% | 75.5%+9.4pp | 82.2%+2.8pp | 67.2%+17.7pp |
| Annual return | 16.93% | 8746.45%-8729.5pp | 419.75%-402.8pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $4,694 | $3,813+23.1% | $4,936-4.9% | $2,625+78.8% |
| Participant deferral / active EE | $15,595 | $7,302+113.6% | $8,071+93.2% | $4,348+258.6% |
| Admin fee / account holder | $10 | $1,750-99.4% | $13,005-99.9% | $1,944-99.5% |