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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 | $102,385-37.4% | $147,080-56.4% | $80,935-20.9% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 19.10% | 135.09%-116.0pp | 420.17%-401.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $6,829 | $3,717+83.7% | $4,933+38.4% | $2,757+147.7% |
| Participant deferral / active EE | $16,952 | $6,651+154.9% | $8,066+110.2% | $4,299+294.3% |
| Admin fee / account holder | $11 | $7,951-99.9% | $12,989-99.9% | $6,924-99.8% |