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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 | $102,429-37.5% | $147,096-56.5% | $80,925-20.8% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 19.10% | 135.02%-115.9pp | 419.75%-400.6pp | 35.65%-16.5pp |
| Employer contribution / active EE | $6,829 | $3,716+83.8% | $4,936+38.3% | $2,756+147.8% |
| Participant deferral / active EE | $16,952 | $6,649+155.0% | $8,071+110.0% | $4,299+294.4% |
| Admin fee / account holder | $11 | $7,957-99.9% | $13,005-99.9% | $6,940-99.8% |