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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,204 |
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 | $31,991 | $99,957-68.0% | $149,730-78.6% | $73,493-56.5% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.5%+15.0pp | 70.7%+26.8pp |
| Annual return | 15.51% | 53.87%-38.4pp | 276.70%-261.2pp | 28.51%-13.0pp |
| Employer contribution / active EE | $7,832 | $3,191+145.4% | $4,645+68.6% | $2,270+245.0% |
| Participant deferral / active EE | $6,268 | $6,073+3.2% | $6,843-8.4% | $3,740+67.6% |
| Admin fee / account holder | $35 | $551-93.7% | $9,310-99.6% | $513-93.2% |