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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,157 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: TRC GROUP OF MORGAN STANLEY WEALTH Service code 49 16644 W. BERNARDO DRIVE STE. 400 · SAN DIEGO, CA 92127 | 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 | $52,031 | $104,479-50.2% | $159,474-67.4% | $79,391-34.5% |
| Participation rate | 57.9% | 76.6%-18.7pp | 82.8%-24.9pp | 70.7%-12.8pp |
| Annual return | 21.33% | 67.98%-46.6pp | 263.68%-242.3pp | 116.88%-95.6pp |
| Employer contribution / active EE | $1,577 | $3,417-53.8% | $4,831-67.3% | $2,428-35.0% |
| Participant deferral / active EE | $4,347 | $6,468-32.8% | $7,353-40.9% | $4,046+7.4% |
| Admin fee / account holder | $15 | $711-97.8% | $10,802-99.9% | $627-97.5% |