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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $97,457 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,451 |
ADP BROKER-DEALER10+ 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.
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 | $11,780 | $44,898-73.8% | $85,187-86.2% | $199,960-94.1% |
| Participation rate | 12.8% | 45.7%-32.9pp | 67.5%-54.7pp | 72.0%-59.2pp |
| Annual return | 13.54% | 20.98%-7.4pp | 66.67%-53.1pp | 34.28%-20.7pp |
| Employer contribution / active EE | $2 | $1,367-99.8% | $2,732-99.9% | $3,036-99.9% |
| Participant deferral / active EE | $408 | $2,670-84.7% | $4,525-91.0% | $5,087-92.0% |
| Admin fee / account holder | $170 | $585-70.9% | $6,162-97.2% | $269-36.8% |