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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,979 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,275 | $86,655-78.9% | $119,622-84.7% | $66,938-72.7% |
| Participation rate | 96.3% | 75.6%+20.7pp | 79.3%+17.0pp | 69.8%+26.5pp |
| Annual return | -16.77% | -8.00%-8.8pp | -14.98%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,174 | $2,536-53.7% | $4,232-72.3% | $2,545-53.9% |
| Participant deferral / active EE | $3,822 | $4,358-12.3% | $5,601-31.8% | $4,238-9.8% |
| Admin fee / account holder | $24 | $755-96.8% | $10,328-99.8% | $594-96.0% |