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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,467 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $29,266 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,839 | $76,112-42.4% | $96,544-54.6% | $71,529-38.7% |
| Participation rate | 95.6% | 74.4%+21.2pp | 76.0%+19.6pp | 67.9%+27.7pp |
| Annual return | 17.40% | 22.80%-5.4pp | 25.88%-8.5pp | 28.97%-11.6pp |
| Employer contribution / active EE | $2,005 | $2,248-10.8% | $2,966-32.4% | $2,590-22.6% |
| Participant deferral / active EE | $4,675 | $4,217+10.9% | $4,851-3.6% | $4,291+8.9% |
| Admin fee / account holder | $264 | $2,708-90.2% | $8,254-96.8% | $1,588-83.4% |