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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,665 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,401 | $102,422-24.4% | $147,117-47.4% | $80,959-4.4% |
| Participation rate | 89.1% | 75.9%+13.2pp | 82.2%+6.9pp | 67.7%+21.4pp |
| Annual return | 15.78% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,477 | $3,717-60.3% | $4,932-70.1% | $2,757-46.4% |
| Participant deferral / active EE | $6,342 | $6,652-4.7% | $8,065-21.4% | $4,300+47.5% |
| Admin fee / account holder | $14 | $7,953-99.8% | $12,993-99.9% | $6,925-99.8% |