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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,084 |
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 | $63,446 | $58,312+8.8% | $86,656-26.8% | $71,529-11.3% |
| Participation rate | 59.0% | 65.0%-6.0pp | 71.7%-12.7pp | 67.9%-8.9pp |
| Annual return | 24.00% | 24.08%-0.1pp | 593.09%-569.1pp | 28.97%-5.0pp |
| Employer contribution / active EE | $2,152 | $2,576-16.5% | $3,025-28.9% | $2,590-16.9% |
| Participant deferral / active EE | $10,454 | $3,439+204.0% | $4,439+135.5% | $4,291+143.6% |
| Admin fee / account holder | $236 | $1,057-77.7% | $5,619-95.8% | $1,588-85.2% |