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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,789 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,625 | $71,197+69.4% | $93,669+28.8% | $80,925+49.1% |
| Participation rate | 87.4% | 60.4%+27.0pp | 68.7%+18.6pp | 67.7%+19.7pp |
| Annual return | 11.38% | 11.27%+0.1pp | 133.59%-122.2pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,176 | $1,565+39.1% | $2,424-10.2% | $2,756-21.1% |
| Participant deferral / active EE | $9,696 | $4,036+140.3% | $4,416+119.6% | $4,299+125.6% |
| Admin fee / account holder | $35 | $6,959-99.5% | $8,291-99.6% | $6,940-99.5% |