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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $937 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,298 | $37,393-93.9% | $77,024-97.0% | $66,914-96.6% |
| Participation rate | 17.7% | 52.9%-35.1pp | 67.9%-50.2pp | 69.8%-52.1pp |
| Annual return | -17.31% | -3.29%-14.0pp | 42.32%-59.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $293 | $2,617-88.8% | $4,426-93.4% | $4,237-93.1% |
| Admin fee / account holder | $11 | $567-98.0% | $5,425-99.8% | $593-98.1% |