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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $24,630 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,769 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,637 | $84,482-68.5% | $125,363-78.8% | $66,930-60.2% |
| Participation rate | 92.4% | 76.4%+16.0pp | 82.4%+10.0pp | 69.8%+22.6pp |
| Annual return | -16.29% | -8.49%-7.8pp | 572.15%-588.4pp | 1.57%-17.9pp |
| Employer contribution / active EE | $2,952 | $3,553-16.9% | $4,815-38.7% | $2,545+16.0% |
| Participant deferral / active EE | $4,412 | $6,782-34.9% | $7,447-40.8% | $4,238+4.1% |
| Admin fee / account holder | $111 | $685-83.7% | $10,005-98.9% | $593-81.2% |