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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $71,799 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,015 |
COOPER INVESTORS, INC.4 years Service code 15 · EIN 11-2807016 | Recordkeeping | $13,406 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $169,288 | $87,125+94.3% | $108,405+56.2% | $86,821+95.0% |
| Participation rate | 64.9% | 80.5%-15.6pp | 80.1%-15.2pp | 72.3%-7.4pp |
| Annual return | 13.15% | 25.21%-12.1pp | 905.55%-892.4pp | 97.94%-84.8pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,559-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,535 | $6,944-34.7% | $6,563-30.9% | $4,132+9.8% |
| Admin fee / account holder | $152 | $130+16.5% | $7,297-97.9% | $170-10.6% |