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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $112,290 |
CADARET GRANT & CO INC2 years Service code 15 · EIN 22-2361254 | Recordkeeping | $24,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,871 | $66,486-64.1% | $81,370-70.7% | $77,762-69.3% |
| Participation rate | 66.0% | 68.7%-2.7pp | 69.5%-3.6pp | 70.6%-4.6pp |
| Annual return | 10.98% | 15.95%-5.0pp | 24.85%-13.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $1,406 | $2,158-34.8% | $2,464-42.9% | $2,728-48.4% |
| Participant deferral / active EE | $2,269 | $3,677-38.3% | $3,885-41.6% | $4,651-51.2% |
| Admin fee / account holder | $292 | $586-50.2% | $5,749-94.9% | $433-32.7% |