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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,657 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,200 | $45,123+22.3% | $85,240-35.2% | $74,478-25.9% |
| Participation rate | 93.1% | 49.4%+43.8pp | 67.5%+25.6pp | 67.2%+25.9pp |
| Annual return | 19.97% | 26.32%-6.3pp | 66.75%-46.8pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $985 | $1,459-32.5% | $2,735-64.0% | $2,626-62.5% |
| Participant deferral / active EE | $10,702 | $2,736+291.1% | $4,527+136.4% | $4,350+146.0% |
| Admin fee / account holder | $14 | $2,215-99.4% | $6,165-99.8% | $1,946-99.3% |