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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,856 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,114 | $45,872-95.4% | $77,096-97.3% | $68,486-96.9% |
| Participation rate | 86.9% | 55.9%+31.0pp | 67.9%+19.0pp | 67.9%+19.0pp |
| Annual return | -13.50% | 1.73%-15.2pp | 42.35%-55.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $42 | $3,041-98.6% | $5,428-99.2% | $5,404-99.2% |