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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,590 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,877 | $93,598-13.6% | $135,974-40.5% | $75,173+7.6% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 16.37% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $3,335 | $3,538-5.7% | $4,859-31.4% | $2,671+24.9% |
| Participant deferral / active EE | $12,687 | $6,405+98.1% | $7,760+63.5% | $4,126+207.5% |
| Admin fee / account holder | $33 | $6,978-99.5% | $10,767-99.7% | $5,651-99.4% |