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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,390 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,291 | $105,210-29.4% | $159,487-53.4% | $85,851-13.5% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.8%-5.6pp | 69.3%+8.0pp |
| Annual return | 17.85% | 45.08%-27.2pp | 263.71%-245.9pp | 318.63%-300.8pp |
| Employer contribution / active EE | $3,102 | $3,319-6.5% | $4,831-35.8% | $2,565+20.9% |
| Participant deferral / active EE | $11,439 | $5,946+92.4% | $7,354+55.6% | $3,952+189.4% |
| Admin fee / account holder | $9 | $6,934-99.9% | $10,804-99.9% | $6,261-99.9% |