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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,419 |
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 | $25,980 | $64,138-59.5% | $112,258-76.9% | $66,930-61.2% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.1%-17.9pp | 69.8%-12.7pp |
| Annual return | -13.64% | -13.81%+0.2pp | 27.47%-41.1pp | 1.57%-15.2pp |
| Employer contribution / active EE | $1,338 | $3,006-55.5% | $3,636-63.2% | $2,545-47.4% |
| Participant deferral / active EE | $2,196 | $3,694-40.6% | $4,728-53.6% | $4,238-48.2% |
| Admin fee / account holder | $24 | $625-96.2% | $6,411-99.6% | $593-95.9% |