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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,690 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,324 | $110,483-10.1% | $145,433-31.7% | $79,634+24.7% |
| Participation rate | 96.6% | 71.1%+25.5pp | 82.1%+14.4pp | 62.5%+34.1pp |
| Annual return | 15.07% | 24.62%-9.6pp | 66.58%-51.5pp | 36.46%-21.4pp |
| Employer contribution / active EE | $1,968 | $4,053-51.4% | $4,554-56.8% | $2,529-22.2% |
| Participant deferral / active EE | $11,891 | $7,216+64.8% | $7,897+50.6% | $3,835+210.1% |
| Admin fee / account holder | $7 | $680-99.0% | $13,129-99.9% | $1,002-99.3% |