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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,311 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,649 | $101,591-20.6% | $147,096-45.2% | $74,429+8.4% |
| Participation rate | 93.6% | 75.5%+18.0pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 20.59% | 8746.45%-8725.9pp | 419.75%-399.2pp | 1368.38%-1347.8pp |
| Employer contribution / active EE | $5,923 | $3,813+55.3% | $4,936+20.0% | $2,625+125.6% |
| Participant deferral / active EE | $12,612 | $7,302+72.7% | $8,071+56.3% | $4,348+190.0% |
| Admin fee / account holder | $141 | $1,750-91.9% | $13,005-98.9% | $1,944-92.7% |