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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,230 |
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 | $36,215 | $72,303-49.9% | $86,698-58.2% | $64,824-44.1% |
| Participation rate | 78.8% | 80.4%-1.6pp | 76.6%+2.2pp | 71.5%+7.3pp |
| Annual return | -15.39% | 392.77%-408.2pp | 35.96%-51.4pp | 32.84%-48.2pp |
| Employer contribution / active EE | $1,271 | $2,393-46.9% | $2,837-55.2% | $2,507-49.3% |
| Participant deferral / active EE | $3,282 | $4,660-29.6% | $4,656-29.5% | $4,311-23.9% |
| Admin fee / account holder | $41 | $174-76.5% | $7,492-99.5% | $188-78.2% |