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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,160 | $28,109+135.4% | $71,086-6.9% | $56,287+17.5% |
| Participation rate | 17.5% | 40.4%-22.9pp | 54.7%-37.2pp | 69.9%-52.4pp |
| Annual return | -7.31% | -615.05%+607.7pp | 650.59%-657.9pp | -9.96%+2.6pp |
| Employer contribution / active EE | $467 | $558-16.2% | $1,088-57.0% | $2,111-77.9% |
| Participant deferral / active EE | $766 | $1,116-31.3% | $1,874-59.1% | $3,350-77.1% |
| Admin fee / account holder | $0 | $585-100.0% | $3,082-100.0% | $521-100.0% |