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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,731 | $36,916+45.5% | $156,551-65.7% | $57,658-6.8% |
| Participation rate | 44.1% | 63.4%-19.3pp | 84.0%-39.9pp | 70.2%-26.1pp |
| Annual return | 8.82% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,029 | $1,926+5.4% | $4,871-58.3% | $3,061-33.7% |
| Admin fee / account holder | $69 | $82-15.9% | $13,028-99.5% | $95-26.6% |