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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,144 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,386 | $58,320+19.0% | $86,451-19.7% | $66,949+3.6% |
| Participation rate | 98.7% | 78.6%+20.1pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -14.22% | -9.71%-4.5pp | 4398.51%-4412.7pp | 1.57%-15.8pp |
| Employer contribution / active EE | $4,224 | $2,615+61.5% | $3,770+12.0% | $2,545+65.9% |
| Participant deferral / active EE | $4,817 | $6,899-30.2% | $6,953-30.7% | $4,239+13.6% |
| Admin fee / account holder | $107 | $546-80.3% | $6,734-98.4% | $594-81.9% |