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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 | $102,385+24.2% | $147,080-13.6% | $80,935+57.1% |
| Participation rate | 87.1% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 14.09% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,235 | $3,717-39.9% | $4,933-54.7% | $2,757-18.9% |
| Participant deferral / active EE | $11,320 | $6,651+70.2% | $8,066+40.3% | $4,299+163.3% |
| Admin fee / account holder | $274 | $7,951-96.6% | $12,989-97.9% | $6,924-96.0% |