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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,432 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,241 | $65,246+108.8% | $98,716+38.0% | $67,986+100.4% |
| Participation rate | 90.5% | 51.4%+39.0pp | 69.3%+21.2pp | 57.2%+33.3pp |
| Annual return | 16.02% | 20.58%-4.6pp | 31.81%-15.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $2,358 | $1,042+126.3% | $2,279+3.5% | $2,019+16.8% |
| Participant deferral / active EE | $10,160 | $2,594+291.7% | $4,048+151.0% | $3,358+202.6% |
| Admin fee / account holder | $57 | $4,561-98.8% | $8,703-99.3% | $3,203-98.2% |