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| Provider | Service type | Compensation |
|---|---|---|
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,521 | $43,999-92.0% | $79,466-95.6% | $55,725-93.7% |
| Participation rate | 43.5% | 66.9%-23.5pp | 73.3%-29.9pp | 70.9%-27.4pp |
| Annual return | 9.06% | 1.81%+7.2pp | 718.28%-709.2pp | 244.93%-235.9pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $498 | $2,538-80.4% | $3,704-86.5% | $3,356-85.2% |
| Admin fee / account holder | $1 | $118-99.0% | $5,104-100.0% | $115-99.0% |