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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,134 | $61,052-24.4% | $142,898-67.7% | $79,391-41.9% |
| Participation rate | 64.0% | 60.1%+3.8pp | 72.0%-8.0pp | 70.7%-6.8pp |
| Annual return | 17.85% | 16.02%+1.8pp | 5639.64%-5621.8pp | 116.88%-99.0pp |
| Employer contribution / active EE | $2,061 | $1,481+39.2% | $4,146-50.3% | $2,428-15.1% |
| Participant deferral / active EE | $2,747 | $2,879-4.6% | $3,838-28.4% | $4,046-32.1% |
| Admin fee / account holder | $13 | $659-98.1% | $6,560-99.8% | $627-98.0% |