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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,656 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,348 | $59,140+8.8% | $160,037-59.8% | $66,949-3.9% |
| Participation rate | 72.9% | 68.1%+4.7pp | 78.0%-5.1pp | 69.8%+3.1pp |
| Annual return | -22.65% | -12.25%-10.4pp | 408.95%-431.6pp | 1.57%-24.2pp |
| Employer contribution / active EE | $17 | $1,982-99.2% | $4,226-99.6% | $2,545-99.3% |
| Participant deferral / active EE | $3,276 | $4,399-25.5% | $6,184-47.0% | $4,239-22.7% |
| Admin fee / account holder | $158 | $591-73.3% | $8,716-98.2% | $594-73.4% |