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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,851 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,214 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,603 | $65,555-22.8% | $86,216-41.3% | $75,173-32.7% |
| Participation rate | 96.6% | 60.5%+36.1pp | 69.0%+27.6pp | 67.2%+29.4pp |
| Annual return | 15.84% | 46.07%-30.2pp | 1169.42%-1153.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $2,455 | $1,553+58.1% | $2,382+3.1% | $2,671-8.1% |
| Participant deferral / active EE | $5,201 | $3,023+72.0% | $3,986+30.5% | $4,126+26.0% |
| Admin fee / account holder | $269 | $5,469-95.1% | $6,853-96.1% | $5,651-95.2% |