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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,622 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,432 | $79,438+11.3% | $106,555-17.0% | $79,391+11.4% |
| Participation rate | 99.3% | 74.2%+25.1pp | 76.1%+23.1pp | 70.7%+28.5pp |
| Annual return | 13.73% | 18.27%-4.5pp | 26.80%-13.1pp | 116.88%-103.2pp |
| Employer contribution / active EE | $11,875 | $2,235+431.4% | $2,819+321.2% | $2,428+389.1% |
| Participant deferral / active EE | $12,590 | $3,824+229.3% | $4,399+186.2% | $4,046+211.2% |
| Admin fee / account holder | $55 | $523-89.5% | $7,408-99.3% | $627-91.2% |