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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 | $105,248-5.6% | $147,318-32.6% | $71,012+39.9% |
| Participation rate | 96.6% | 66.1%+30.4pp | 82.1%+14.5pp | 58.6%+38.0pp |
| Annual return | 15.07% | 26.02%-11.0pp | 70.43%-55.4pp | 37.67%-22.6pp |
| Employer contribution / active EE | $1,968 | $3,785-48.0% | $4,593-57.1% | $2,348-16.2% |
| Participant deferral / active EE | $11,891 | $6,452+84.3% | $7,906+50.4% | $3,246+266.3% |
| Admin fee / account holder | $7 | $862-99.2% | $13,708-100.0% | $1,167-99.4% |