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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,330 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,455 |
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 | $21,580 | $82,188-73.7% | $125,391-82.8% | $64,824-66.7% |
| Participation rate | 53.5% | 77.9%-24.4pp | 82.4%-28.9pp | 71.5%-18.0pp |
| Annual return | -16.78% | 3.50%-20.3pp | 572.41%-589.2pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,451 | $3,617-59.9% | $4,816-69.9% | $2,507-42.1% |
| Participant deferral / active EE | $2,744 | $7,177-61.8% | $7,448-63.2% | $4,311-36.4% |
| Admin fee / account holder | $36 | $163-77.9% | $10,009-99.6% | $188-80.8% |