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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 27-3619994 | Recordkeeping | $39,531 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,886 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $51,553 | $129,227-60.1% | $184,260-72.0% | $77,736-33.7% |
| Participation rate | 63.0% | 87.4%-24.3pp | 86.8%-23.8pp | 70.6%-7.5pp |
| Annual return | 13.99% | 33.24%-19.3pp | 28.84%-14.9pp | 31.26%-17.3pp |
| Employer contribution / active EE | $2,382 | $4,412-46.0% | $6,427-62.9% | $2,728-12.7% |
| Participant deferral / active EE | $5,160 | $7,307-29.4% | $9,133-43.5% | $4,651+11.0% |
| Admin fee / account holder | $259 | $256+1.3% | $13,898-98.1% | $433-40.2% |