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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,970 | $73,638-26.7% | $95,960-43.8% | $73,493-26.6% |
| Participation rate | 65.4% | 76.2%-10.8pp | 77.1%-11.7pp | 70.7%-5.3pp |
| Annual return | 9.31% | 16.78%-7.5pp | 91.63%-82.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,369 | $3,617-6.9% | $4,167-19.2% | $3,740-9.9% |
| Admin fee / account holder | $163 | $482-66.2% | $6,797-97.6% | $513-68.2% |