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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,872 |
ADP BROKER-DEALER2+ 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.
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 | $38,824 | $80,177-51.6% | $123,894-68.7% | $57,658-32.7% |
| Participation rate | 37.5% | 74.4%-37.0pp | 81.4%-44.0pp | 70.2%-32.8pp |
| Annual return | 15.02% | 17.90%-2.9pp | 47.52%-32.5pp | 5.13%+9.9pp |
| Employer contribution / active EE | $950 | $2,913-67.4% | $4,617-79.4% | $1,974-51.9% |
| Participant deferral / active EE | $2,121 | $5,130-58.7% | $5,984-64.6% | $3,061-30.7% |
| Admin fee / account holder | $34 | $106-68.1% | $8,357-99.6% | $95-64.2% |