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| Provider | Service type | Compensation |
|---|---|---|
KEVIN SMALLWOOD2 years Service code 15 · EIN 23-7490929 | Recordkeeping | $5,523 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,787 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,292 | $65,125-84.2% | $143,797-92.8% | $66,949-84.6% |
| Participation rate | 27.6% | 65.2%-37.6pp | 80.3%-52.7pp | 69.8%-42.2pp |
| Annual return | -15.41% | -11.13%-4.3pp | -0.04%-15.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $602 | $2,920-79.4% | $5,638-89.3% | $4,239-85.8% |
| Admin fee / account holder | $116 | $503-76.9% | $14,679-99.2% | $594-80.4% |