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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,767 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,810 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,402 | $59,819-69.2% | $79,583-76.9% | $68,490-73.1% |
| Participation rate | 97.7% | 61.1%+36.7pp | 69.5%+28.2pp | 67.9%+29.8pp |
| Annual return | -18.47% | -12.30%-6.2pp | 0.16%-18.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,253 | $1,505+49.7% | $2,414-6.6% | $2,597-13.2% |
| Participant deferral / active EE | $1,556 | $3,025-48.6% | $3,986-61.0% | $4,028-61.4% |
| Admin fee / account holder | $198 | $4,835-95.9% | $6,835-97.1% | $5,403-96.3% |