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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 | $94,699-62.3% | $185,441-80.7% | $65,306-45.3% |
| Participation rate | 90.1% | 64.2%+25.9pp | 80.3%+9.9pp | 57.7%+32.5pp |
| Annual return | 14.03% | 16.71%-2.7pp | 20.16%-6.1pp | 21.94%-7.9pp |
| Employer contribution / active EE | $1,063 | $2,381-55.4% | $4,672-77.3% | $1,967-46.0% |
| Participant deferral / active EE | $2,683 | $3,568-24.8% | $6,152-56.4% | $2,959-9.3% |
| Admin fee / account holder | $20 | $4,797-99.6% | $17,890-99.9% | $3,480-99.4% |