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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $33,941 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,423 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,421 | $105,210+0.2% | $159,487-33.9% | $85,851+22.8% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.8%+10.6pp | 69.3%+24.1pp |
| Annual return | 15.97% | 45.08%-29.1pp | 263.71%-247.7pp | 318.63%-302.7pp |
| Employer contribution / active EE | $2,514 | $3,319-24.3% | $4,831-48.0% | $2,565-2.0% |
| Participant deferral / active EE | $11,181 | $5,946+88.0% | $7,354+52.0% | $3,952+182.9% |
| Admin fee / account holder | $225 | $6,934-96.8% | $10,804-97.9% | $6,261-96.4% |