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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,839 |
ADP BROKER-DEALER2+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,959 | $39,859-77.5% | $78,676-88.6% | $57,658-84.5% |
| Participation rate | 3.0% | 66.1%-63.1pp | 73.6%-70.6pp | 70.2%-67.3pp |
| Annual return | 2.95% | 18.96%-16.0pp | 62.19%-59.2pp | 5.13%-2.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $58 | $2,248-97.4% | $3,517-98.3% | $3,061-98.1% |
| Admin fee / account holder | $161 | $76+111.8% | $4,510-96.4% | $95+70.7% |