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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 | $101,672-20.7% | $147,117-45.2% | $74,478+8.3% |
| Participation rate | 93.6% | 75.5%+18.0pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 20.59% | 8757.83%-8737.2pp | 420.54%-399.9pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $5,923 | $3,813+55.3% | $4,932+20.1% | $2,626+125.5% |
| Participant deferral / active EE | $12,612 | $7,305+72.7% | $8,065+56.4% | $4,350+189.9% |
| Admin fee / account holder | $141 | $1,753-92.0% | $12,993-98.9% | $1,946-92.8% |