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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,660 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,849 | $80,705-14.7% | $115,768-40.5% | $67,986+1.3% |
| Participation rate | 93.0% | 63.0%+30.1pp | 74.4%+18.7pp | 57.2%+35.8pp |
| Annual return | 18.39% | 18.49%-0.1pp | 100.46%-82.1pp | 31.67%-13.3pp |
| Employer contribution / active EE | $3,365 | $2,046+64.5% | $2,940+14.5% | $2,019+66.7% |
| Participant deferral / active EE | $6,508 | $3,559+82.9% | $4,917+32.4% | $3,358+93.8% |
| Admin fee / account holder | $65 | $4,135-98.4% | $12,439-99.5% | $3,203-98.0% |