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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,063 |
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 | $36,051 | $54,674-34.1% | $76,089-52.6% | $74,429-51.6% |
| Participation rate | 66.1% | 60.3%+5.8pp | 69.1%-3.0pp | 67.2%-1.1pp |
| Annual return | 15.95% | 31.89%-15.9pp | 360.94%-345.0pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $2,009 | $1,781+12.8% | $2,690-25.3% | $2,625-23.5% |
| Participant deferral / active EE | $3,674 | $3,071+19.6% | $4,259-13.7% | $4,348-15.5% |
| Admin fee / account holder | $173 | $2,238-92.3% | $6,418-97.3% | $1,944-91.1% |