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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,487 |
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 | $12,843 | $78,419-83.6% | $133,971-90.4% | $73,412-82.5% |
| Participation rate | 88.0% | 78.6%+9.4pp | 79.8%+8.1pp | 72.2%+15.8pp |
| Annual return | 19.97% | 33.35%-13.4pp | 45.09%-25.1pp | 59.30%-39.3pp |
| Employer contribution / active EE | $1,117 | $2,044-45.3% | $3,919-71.5% | $2,234-50.0% |
| Participant deferral / active EE | $1,965 | $3,925-49.9% | $5,047-61.1% | $3,806-48.4% |
| Admin fee / account holder | $68 | $161-57.8% | $8,929-99.2% | $158-56.9% |