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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,898 |
LPL FINANCIAL3+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $13,602 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,389 | $79,151-80.6% | $60,919-74.7% | $64,824-76.3% |
| Participation rate | 53.4% | 77.7%-24.3pp | 73.1%-19.7pp | 71.5%-18.0pp |
| Annual return | -15.81% | -7.12%-8.7pp | 16.96%-32.8pp | 32.84%-48.6pp |
| Employer contribution / active EE | $1,119 | $3,052-63.3% | $2,704-58.6% | $2,507-55.4% |
| Participant deferral / active EE | $2,126 | $3,727-43.0% | $3,814-44.3% | $4,311-50.7% |
| Admin fee / account holder | $196 | $106+85.0% | $3,228-93.9% | $188+4.1% |