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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $37,143 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,021 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,136 | $102,422+24.1% | $147,117-13.6% | $80,959+57.0% |
| Participation rate | 87.1% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 14.09% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,235 | $3,717-39.9% | $4,932-54.7% | $2,757-18.9% |
| Participant deferral / active EE | $11,320 | $6,652+70.2% | $8,065+40.4% | $4,300+163.2% |
| Admin fee / account holder | $274 | $7,953-96.6% | $12,993-97.9% | $6,925-96.0% |