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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 | $101,539-26.0% | $147,041-48.9% | $74,400+1.0% |
| Participation rate | 73.0% | 75.5%-2.6pp | 82.2%-9.2pp | 67.2%+5.7pp |
| Annual return | 21.48% | 8740.84%-8719.4pp | 419.21%-397.7pp | 1367.51%-1346.0pp |
| Employer contribution / active EE | $4,367 | $3,811+14.6% | $4,935-11.5% | $2,624+66.4% |
| Participant deferral / active EE | $8,571 | $7,304+17.4% | $8,071+6.2% | $4,348+97.1% |
| Admin fee / account holder | $264 | $1,749-84.9% | $13,006-98.0% | $1,944-86.4% |