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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $38,669 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,768 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,960 | $60,488+40.5% | $109,895-22.7% | $79,393+7.0% |
| Participation rate | 92.0% | 67.0%+25.0pp | 74.2%+17.8pp | 70.7%+21.3pp |
| Annual return | 15.93% | 189.57%-173.6pp | 29.46%-13.5pp | 116.87%-100.9pp |
| Employer contribution / active EE | $2,511 | $1,649+52.3% | $2,843-11.7% | $2,428+3.4% |
| Participant deferral / active EE | $10,052 | $3,220+212.1% | $4,049+148.3% | $4,046+148.5% |
| Admin fee / account holder | $246 | $605-59.3% | $6,067-95.9% | $627-60.7% |