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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,311 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $5,900 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,992 | $65,246-21.8% | $98,716-48.3% | $67,986-25.0% |
| Participation rate | 96.5% | 51.4%+45.1pp | 69.3%+27.2pp | 57.2%+39.3pp |
| Annual return | 19.36% | 20.58%-1.2pp | 31.81%-12.5pp | 31.67%-12.3pp |
| Employer contribution / active EE | $2,164 | $1,042+107.7% | $2,279-5.0% | $2,019+7.2% |
| Participant deferral / active EE | $6,577 | $2,594+153.5% | $4,048+62.5% | $3,358+95.9% |
| Admin fee / account holder | $120 | $4,561-97.4% | $8,703-98.6% | $3,203-96.2% |