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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,440 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,146 | $45,022-50.8% | $85,126-74.0% | $77,714-71.5% |
| Participation rate | 38.2% | 48.7%-10.4pp | 67.5%-29.3pp | 70.6%-32.3pp |
| Annual return | 14.16% | 79.38%-65.2pp | 66.63%-52.5pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,558 | $1,610-3.3% | $2,731-43.0% | $2,727-42.9% |
| Participant deferral / active EE | $3,618 | $2,811+28.7% | $4,523-20.0% | $4,649-22.2% |
| Admin fee / account holder | $26 | $913-97.1% | $6,160-99.6% | $433-93.9% |