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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,147 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,353 | $65,566+54.6% | $86,235+17.5% | $75,177+34.8% |
| Participation rate | 88.7% | 60.5%+28.2pp | 69.0%+19.7pp | 67.2%+21.5pp |
| Annual return | 16.51% | 46.07%-29.6pp | 1170.03%-1153.5pp | 160.75%-144.2pp |
| Employer contribution / active EE | $2,191 | $1,553+41.1% | $2,381-8.0% | $2,671-18.0% |
| Participant deferral / active EE | $8,508 | $3,023+181.4% | $3,987+113.4% | $4,126+106.2% |
| Admin fee / account holder | $20 | $5,470-99.6% | $6,856-99.7% | $5,651-99.6% |