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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,357 |
EDWARD JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $28,861 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,241 | $84,482-50.0% | $125,363-66.3% | $66,930-36.9% |
| Participation rate | 94.0% | 76.4%+17.5pp | 82.4%+11.6pp | 69.8%+24.1pp |
| Annual return | -16.12% | -8.49%-7.6pp | 572.15%-588.3pp | 1.57%-17.7pp |
| Employer contribution / active EE | $3,665 | $3,553+3.2% | $4,815-23.9% | $2,545+44.0% |
| Participant deferral / active EE | $7,924 | $6,782+16.8% | $7,447+6.4% | $4,238+87.0% |
| Admin fee / account holder | $227 | $685-66.9% | $10,005-97.7% | $593-61.8% |