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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,810 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,455 | $70,430+19.9% | $96,572-12.5% | $85,851-1.6% |
| Participation rate | 92.9% | 61.8%+31.1pp | 69.8%+23.1pp | 69.3%+23.6pp |
| Annual return | 13.26% | 18.58%-5.3pp | 37.79%-24.5pp | 318.63%-305.4pp |
| Employer contribution / active EE | $2,320 | $1,413+64.1% | $2,357-1.6% | $2,565-9.6% |
| Participant deferral / active EE | $8,191 | $2,894+183.0% | $3,850+112.8% | $3,952+107.3% |
| Admin fee / account holder | $23 | $4,996-99.5% | $6,183-99.6% | $6,261-99.6% |