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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,220 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,963 | $37,463-17.4% | $77,096-59.8% | $66,938-53.7% |
| Participation rate | 81.0% | 52.9%+28.0pp | 67.9%+13.1pp | 69.8%+11.2pp |
| Annual return | -16.93% | -3.25%-13.7pp | 42.35%-59.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,104 | $1,535-28.1% | $2,814-60.8% | $2,545-56.6% |
| Participant deferral / active EE | $10,584 | $2,621+303.8% | $4,429+139.0% | $4,238+149.7% |
| Admin fee / account holder | $14 | $568-97.5% | $5,428-99.7% | $594-97.6% |