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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,989 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,762 | $88,360+11.8% | $145,433-32.1% | $67,986+45.3% |
| Participation rate | 64.0% | 65.5%-1.5pp | 82.1%-18.1pp | 57.2%+6.8pp |
| Annual return | 14.89% | 63.15%-48.3pp | 66.58%-51.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $3,700 | $3,054+21.2% | $4,554-18.8% | $2,019+83.3% |
| Participant deferral / active EE | $7,383 | $5,932+24.5% | $7,897-6.5% | $3,358+119.9% |
| Admin fee / account holder | $14 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |