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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,932 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,547 | $102,422+29.4% | $147,117-9.9% | $80,959+63.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.01% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $6,721 | $3,717+80.8% | $4,932+36.2% | $2,757+143.7% |
| Participant deferral / active EE | $11,982 | $6,652+80.1% | $8,065+48.6% | $4,300+178.6% |
| Admin fee / account holder | $27 | $7,953-99.7% | $12,993-99.8% | $6,925-99.6% |