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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,064 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $25,382 |
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 | $48,090 | $88,137-45.4% | $164,975-70.9% | $74,429-35.4% |
| Participation rate | 90.9% | 73.1%+17.8pp | 78.6%+12.3pp | 67.2%+23.7pp |
| Annual return | 13.90% | 17.13%-3.2pp | 70.12%-56.2pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,823 | $2,597-29.8% | $4,343-58.0% | $2,625-30.5% |
| Participant deferral / active EE | $6,324 | $4,501+40.5% | $6,033+4.8% | $4,348+45.4% |
| Admin fee / account holder | $275 | $2,231-87.7% | $12,688-97.8% | $1,944-85.8% |