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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $3,375 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,498 | $62,688-37.0% | $178,528-77.9% | $77,714-49.2% |
| Participation rate | 92.9% | 66.9%+26.0pp | 77.1%+15.8pp | 70.6%+22.3pp |
| Annual return | 23.21% | 16.16%+7.1pp | 27.11%-3.9pp | 31.26%-8.0pp |
| Employer contribution / active EE | $3,163 | $1,912+65.4% | $3,950-19.9% | $2,727+16.0% |
| Participant deferral / active EE | $7,978 | $4,224+88.9% | $6,278+27.1% | $4,649+71.6% |
| Admin fee / account holder | $6 | $386-98.3% | $10,419-99.9% | $433-98.5% |