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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,541 |
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 | $35,743 | $95,904-62.7% | $173,730-79.4% | $64,340-44.4% |
| Participation rate | 90.1% | 60.6%+29.5pp | 79.6%+10.6pp | 55.2%+34.9pp |
| Annual return | 14.03% | 17.47%-3.4pp | 19.96%-5.9pp | 24.14%-10.1pp |
| Employer contribution / active EE | $1,063 | $2,323-54.2% | $4,577-76.8% | $1,862-42.9% |
| Participant deferral / active EE | $2,683 | $3,488-23.1% | $6,326-57.6% | $2,980-10.0% |
| Admin fee / account holder | $20 | $5,089-99.6% | $17,523-99.9% | $3,703-99.4% |