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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,359 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,391 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,631 | $82,674-6.1% | $125,381-38.1% | $68,486+13.4% |
| Participation rate | 82.0% | 75.1%+6.9pp | 82.4%-0.4pp | 67.9%+14.1pp |
| Annual return | -14.30% | -5.97%-8.3pp | 572.31%-586.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $3,378 | $3,382-0.1% | $4,815-29.9% | $2,597+30.1% |
| Participant deferral / active EE | $9,361 | $6,111+53.2% | $7,448+25.7% | $4,028+132.4% |
| Admin fee / account holder | $107 | $6,277-98.3% | $10,007-98.9% | $5,404-98.0% |