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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21 |
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 | $3,319 | $64,286-94.8% | $90,970-96.4% | $73,412-95.5% |
| Participation rate | 0.9% | 63.6%-62.7pp | 69.0%-68.1pp | 72.2%-71.3pp |
| Annual return | 76.14% | 21.46%+54.7pp | 134.60%-58.5pp | 59.30%+16.8pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $21 | $2,453-99.2% | $3,373-99.4% | $3,806-99.5% |
| Admin fee / account holder | $7 | $287-97.4% | $5,961-99.9% | $158-95.4% |