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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,972 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,055 | $102,382-37.4% | $147,005-56.4% | $80,874-20.8% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 19.10% | 134.89%-115.8pp | 418.76%-399.7pp | 35.62%-16.5pp |
| Employer contribution / active EE | $6,829 | $3,715+83.8% | $4,934+38.4% | $2,756+147.8% |
| Participant deferral / active EE | $16,952 | $6,646+155.1% | $8,070+110.1% | $4,297+294.5% |
| Admin fee / account holder | $11 | $7,942-99.9% | $13,006-99.9% | $6,935-99.8% |