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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,734 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,454 | $26,549-94.5% | $61,452-97.6% | $66,938-97.8% |
| Participation rate | 85.6% | 38.1%+47.5pp | 52.6%+33.0pp | 69.8%+15.8pp |
| Annual return | -22.31% | -16.21%-6.1pp | 338.96%-361.3pp | 1.58%-23.9pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $802 | $1,338-40.1% | $2,125-62.2% | $4,238-81.1% |
| Admin fee / account holder | $161 | $409-60.6% | $2,131-92.4% | $594-72.9% |