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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 | $89,123-27.5% | $102,460-37.0% | $77,762-16.9% |
| Participation rate | 94.7% | 80.9%+13.8pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 23.89% | 25.05%-1.2pp | 29.47%-5.6pp | 31.27%-7.4pp |
| Employer contribution / active EE | $5,551 | $2,700+105.6% | $3,025+83.5% | $2,728+103.5% |
| Participant deferral / active EE | $13,193 | $5,148+156.3% | $5,056+160.9% | $4,651+183.7% |
| Admin fee / account holder | $205 | $236-13.0% | $9,460-97.8% | $433-52.6% |