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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,331 |
ADP BROKER-DEALER8+ 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.
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 | $22,768 | $84,499-73.1% | $125,391-81.8% | $66,949-66.0% |
| Participation rate | 22.9% | 76.4%-53.5pp | 82.4%-59.5pp | 69.8%-46.9pp |
| Annual return | -14.50% | -8.49%-6.0pp | 572.41%-586.9pp | 1.57%-16.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,482 | $6,785-63.4% | $7,448-66.7% | $4,239-41.5% |
| Admin fee / account holder | $119 | $685-82.7% | $10,009-98.8% | $594-80.0% |