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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,205 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,368 | $106,247-6.5% | $147,096-32.4% | $77,714+27.9% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 17.65% | 56.87%-39.2pp | 419.75%-402.1pp | 31.26%-13.6pp |
| Employer contribution / active EE | $1,803 | $4,069-55.7% | $4,936-63.5% | $2,727-33.9% |
| Participant deferral / active EE | $11,066 | $7,996+38.4% | $8,071+37.1% | $4,649+138.0% |
| Admin fee / account holder | $6 | $338-98.2% | $13,005-100.0% | $433-98.6% |