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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 | $102,382+24.2% | $147,005-13.5% | $80,874+57.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 14.09% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,235 | $3,715-39.8% | $4,934-54.7% | $2,756-18.9% |
| Participant deferral / active EE | $11,320 | $6,646+70.3% | $8,070+40.3% | $4,297+163.4% |
| Admin fee / account holder | $274 | $7,942-96.6% | $13,006-97.9% | $6,935-96.1% |