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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
ADP BROKER-DEALER4+ 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.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,854 | $37,196-68.1% | $154,108-92.3% | $55,725-78.7% |
| Participation rate | 7.9% | 64.1%-56.2pp | 83.0%-75.2pp | 70.9%-63.0pp |
| Annual return | -2.93% | 1319.68%-1322.6pp | 735.21%-738.1pp | 244.93%-247.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $217 | $2,068-89.5% | $5,081-95.7% | $3,356-93.5% |
| Admin fee / account holder | $3 | $102-96.6% | $13,411-100.0% | $115-97.0% |