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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,348 |
ADP BROKER-DEALER4 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.
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 | $12,320 | $65,125-81.1% | $143,797-91.4% | $66,949-81.6% |
| Participation rate | 37.9% | 65.2%-27.3pp | 80.3%-42.4pp | 69.8%-31.9pp |
| Annual return | -18.03% | -11.13%-6.9pp | -0.04%-18.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,236 | $2,920-57.7% | $5,638-78.1% | $4,239-70.8% |
| Admin fee / account holder | $12 | $503-97.6% | $14,679-99.9% | $594-98.0% |