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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $213,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,015 | $53,136-88.7% | $155,509-96.1% | $199,593-97.0% |
| Participation rate | 28.0% | 64.1%-36.1pp | 78.2%-50.2pp | 72.0%-44.0pp |
| Annual return | 9.78% | 41.15%-31.4pp | 64.67%-54.9pp | 34.25%-24.5pp |
| Employer contribution / active EE | $243 | $1,851-86.9% | $4,672-94.8% | $3,034-92.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $79 | $185-57.3% | $15,912-99.5% | $269-70.6% |