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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 | $44,984+22.7% | $85,009-35.1% | $74,546-26.0% |
| Participation rate | 93.1% | 49.4%+43.7pp | 67.5%+25.6pp | 67.2%+25.9pp |
| Annual return | 19.97% | 26.25%-6.3pp | 66.47%-46.5pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $985 | $1,458-32.4% | $2,728-63.9% | $2,624-62.5% |
| Participant deferral / active EE | $10,702 | $2,733+291.5% | $4,522+136.7% | $4,347+146.2% |
| Admin fee / account holder | $14 | $2,208-99.4% | $6,153-99.8% | $1,944-99.3% |