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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,104 |
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.
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 | $19,941 | $63,905-68.8% | $74,185-73.1% | $57,658-65.4% |
| Participation rate | 30.1% | 79.8%-49.6pp | 76.6%-46.5pp | 70.2%-40.1pp |
| Annual return | 8.58% | 60.60%-52.0pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $712 | $3,448-79.3% | $3,550-79.9% | $3,061-76.7% |
| Admin fee / account holder | $19 | $91-78.7% | $5,586-99.7% | $95-79.5% |