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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 | $54,558-33.9% | $76,002-52.6% | $74,546-51.6% |
| Participation rate | 66.1% | 60.3%+5.8pp | 69.1%-3.0pp | 67.2%-1.1pp |
| Annual return | 15.95% | 31.83%-15.9pp | 360.07%-344.1pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,009 | $1,778+13.0% | $2,688-25.3% | $2,624-23.5% |
| Participant deferral / active EE | $3,674 | $3,065+19.9% | $4,257-13.7% | $4,347-15.5% |
| Admin fee / account holder | $173 | $2,232-92.2% | $6,414-97.3% | $1,944-91.1% |