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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 | $102,385+29.5% | $147,080-9.9% | $80,935+63.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.01% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.6pp |
| Employer contribution / active EE | $6,721 | $3,717+80.8% | $4,933+36.2% | $2,757+143.8% |
| Participant deferral / active EE | $11,982 | $6,651+80.2% | $8,066+48.5% | $4,299+178.7% |
| Admin fee / account holder | $27 | $7,951-99.7% | $12,989-99.8% | $6,924-99.6% |