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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $32,493 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,908 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,644 | $93,617-3.2% | $135,982-33.3% | $75,177+20.6% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 17.36% | 30.89%-13.5pp | 68.32%-51.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $3,260 | $3,538-7.9% | $4,859-32.9% | $2,671+22.1% |
| Participant deferral / active EE | $12,421 | $6,406+93.9% | $7,760+60.1% | $4,126+201.0% |
| Admin fee / account holder | $197 | $6,980-97.2% | $10,767-98.2% | $5,651-96.5% |