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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 86-1933171 | Recordkeeping | $29,133 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,876 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,116 | $101,672-26.1% | $147,117-48.9% | $74,478+0.9% |
| Participation rate | 73.0% | 75.5%-2.6pp | 82.2%-9.2pp | 67.2%+5.7pp |
| Annual return | 21.48% | 8757.83%-8736.4pp | 420.54%-399.1pp | 1370.56%-1349.1pp |
| Employer contribution / active EE | $4,367 | $3,813+14.5% | $4,932-11.5% | $2,626+66.3% |
| Participant deferral / active EE | $8,571 | $7,305+17.3% | $8,065+6.3% | $4,350+97.0% |
| Admin fee / account holder | $264 | $1,753-85.0% | $12,993-98.0% | $1,946-86.5% |