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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,730 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,383 | $93,617+39.3% | $135,982-4.1% | $75,177+73.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.29% | 30.89%-13.6pp | 68.32%-51.0pp | 160.75%-143.5pp |
| Employer contribution / active EE | $7,008 | $3,538+98.1% | $4,859+44.2% | $2,671+162.4% |
| Participant deferral / active EE | $11,201 | $6,406+74.9% | $7,760+44.3% | $4,126+171.5% |
| Admin fee / account holder | $12 | $6,980-99.8% | $10,767-99.9% | $5,651-99.8% |