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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,490 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,149 | $91,474-23.3% | $135,982-48.4% | $71,529-1.9% |
| Participation rate | 75.6% | 75.7%-0.1pp | 81.9%-6.3pp | 67.9%+7.6pp |
| Annual return | 24.07% | 29.89%-5.8pp | 68.32%-44.3pp | 28.97%-4.9pp |
| Employer contribution / active EE | $3,746 | $3,705+1.1% | $4,859-22.9% | $2,590+44.6% |
| Participant deferral / active EE | $11,863 | $7,095+67.2% | $7,760+52.9% | $4,291+176.4% |
| Admin fee / account holder | $8 | $1,267-99.4% | $10,767-99.9% | $1,588-99.5% |