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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $708 | $37,418-98.1% | $77,096-99.1% | $77,906-99.1% |
| Participation rate | 2.5% | 46.9%-44.4pp | 67.9%-65.4pp | 73.7%-71.2pp |
| Annual return | 0.00% | -7.13%+7.1pp | 42.35%-42.3pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,814-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $17 | $2,572-99.3% | $4,429-99.6% | $4,805-99.6% |
| Admin fee / account holder | $2 | $126-98.2% | $5,428-100.0% | $133-98.3% |