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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,554 |
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 | $43,063 | $71,142-39.5% | $119,622-64.0% | $64,819-33.6% |
| Participation rate | 53.5% | 78.6%-25.2pp | 79.3%-25.8pp | 71.5%-18.0pp |
| Annual return | -12.87% | -10.01%-2.9pp | -14.98%+2.1pp | 32.84%-45.7pp |
| Employer contribution / active EE | $1,268 | $2,497-49.2% | $4,232-70.0% | $2,507-49.4% |
| Participant deferral / active EE | $2,648 | $4,490-41.0% | $5,601-52.7% | $4,311-38.6% |
| Admin fee / account holder | $32 | $162-80.5% | $10,328-99.7% | $188-83.1% |