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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $19,495 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,282 |
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 | $79,401 | $83,045-4.4% | $130,026-38.9% | $71,495+11.1% |
| Participation rate | 79.4% | 74.1%+5.3pp | 78.5%+0.9pp | 67.9%+11.5pp |
| Annual return | 16.59% | 20.61%-4.0pp | -137.26%+153.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $2,510 | $2,623-4.3% | $4,321-41.9% | $2,589-3.1% |
| Participant deferral / active EE | $4,375 | $4,436-1.4% | $5,821-24.8% | $4,291+2.0% |
| Admin fee / account holder | $170 | $1,727-90.2% | $10,608-98.4% | $1,588-89.3% |