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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $4,191 | $61,172-93.1% | $185,851-97.7% | $79,389-94.7% |
| Participation rate | 60.9% | 66.6%-5.7pp | 81.7%-20.8pp | 70.7%-9.8pp |
| Annual return | 18.45% | 19.45%-1.0pp | 122.11%-103.7pp | 116.89%-98.4pp |
| Employer contribution / active EE | $221 | $2,321-90.5% | $5,168-95.7% | $2,428-90.9% |
| Participant deferral / active EE | $1,690 | $2,788-39.4% | $5,569-69.6% | $4,046-58.2% |
| Admin fee / account holder | $16 | $710-97.8% | $16,245-99.9% | $626-97.5% |