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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,252 | $110,483-21.0% | $145,433-40.0% | $79,634+9.6% |
| Participation rate | 65.8% | 71.1%-5.3pp | 82.1%-16.3pp | 62.5%+3.3pp |
| Annual return | 24.80% | 24.62%+0.2pp | 66.58%-41.8pp | 36.46%-11.7pp |
| Employer contribution / active EE | $2,332 | $4,053-42.5% | $4,554-48.8% | $2,529-7.8% |
| Participant deferral / active EE | $11,537 | $7,216+59.9% | $7,897+46.1% | $3,835+200.9% |
| Admin fee / account holder | $14 | $680-97.9% | $13,129-99.9% | $1,002-98.6% |