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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $230 |
ADP BROKER-DEALER3+ 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.
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.
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 | $15,237 | $58,726-74.1% | $92,240-83.5% | $62,293-75.5% |
| Participation rate | 14.8% | 68.3%-53.5pp | 76.5%-61.7pp | 69.5%-54.7pp |
| Annual return | 15.34% | 43.62%-28.3pp | 176.29%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $561 | $2,766-79.7% | $3,897-85.6% | $3,169-82.3% |
| Admin fee / account holder | $10 | $556-98.1% | $5,194-99.8% | $479-97.8% |