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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163 | $45,000-99.6% | $143,757-99.9% | $77,904-99.8% |
| Participation rate | 68.0% | 66.8%+1.2pp | 80.3%-12.3pp | 73.7%-5.7pp |
| Annual return | 0.00% | 29.03%-29.0pp | -0.04%0pp | 12.21%-12.2pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $108 | $3,157-96.6% | $5,637-98.1% | $4,806-97.8% |
| Admin fee / account holder | $0 | $98-99.7% | $14,673-100.0% | $133-99.8% |