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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $63,895 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,169 |
ADP BROKER-DEALER9+ 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 | $76,903 | $95,369-19.4% | $135,942-43.4% | $74,440+3.3% |
| Participation rate | 66.7% | 78.2%-11.5pp | 81.9%-15.2pp | 70.7%-4.1pp |
| Annual return | 21.30% | 32.72%-11.4pp | 68.28%-47.0pp | 34.37%-13.1pp |
| Employer contribution / active EE | $4,233 | $3,878+9.2% | $4,858-12.9% | $2,638+60.5% |
| Participant deferral / active EE | $11,523 | $7,788+48.0% | $7,759+48.5% | $4,529+154.4% |
| Admin fee / account holder | $223 | $266-16.3% | $10,764-97.9% | $348-35.9% |