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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,236 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,114 | $42,901-29.8% | $91,225-67.0% | $64,819-53.5% |
| Participation rate | 20.7% | 68.1%-47.5pp | 73.2%-52.5pp | 71.5%-50.8pp |
| Annual return | -16.98% | -13.53%-3.4pp | 114.12%-131.1pp | 32.84%-49.8pp |
| Employer contribution / active EE | $443 | $1,571-71.8% | $2,851-84.5% | $2,507-82.3% |
| Participant deferral / active EE | $739 | $3,501-78.9% | $4,233-82.5% | $4,311-82.8% |
| Admin fee / account holder | $183 | $131+39.7% | $5,422-96.6% | $188-2.5% |