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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $770 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Service code 49 4665 SWEETWATER BLVD · SUGARLAND, TX 77479 | Other Services | $0 |
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 | $80,581 | $87,733-8.2% | $106,551-24.4% | $85,856-6.1% |
| Participation rate | 59.3% | 71.9%-12.6pp | 76.1%-16.8pp | 69.3%-10.0pp |
| Annual return | 15.75% | 21.86%-6.1pp | 26.80%-11.0pp | 318.58%-302.8pp |
| Employer contribution / active EE | $952 | $2,073-54.1% | $2,819-66.2% | $2,565-62.9% |
| Participant deferral / active EE | $2,680 | $3,469-22.8% | $4,398-39.1% | $3,952-32.2% |
| Admin fee / account holder | $10 | $6,767-99.9% | $7,408-99.9% | $6,261-99.8% |