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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,133 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,290 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,597 | $88,982-27.4% | $102,438-36.9% | $77,671-16.8% |
| Participation rate | 94.7% | 80.9%+13.8pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 23.89% | 25.01%-1.1pp | 29.37%-5.5pp | 31.21%-7.3pp |
| Employer contribution / active EE | $5,551 | $2,698+105.7% | $3,024+83.6% | $2,726+103.6% |
| Participant deferral / active EE | $13,193 | $5,144+156.5% | $5,054+161.1% | $4,648+183.8% |
| Admin fee / account holder | $205 | $236-12.9% | $9,448-97.8% | $430-52.3% |