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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,558 |
ADP BROKER-DEALER4 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.
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 | $15,090 | $81,487-81.5% | $102,412-85.3% | $80,935-81.4% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.7%-6.1pp |
| Annual return | 12.85% | 25.60%-12.7pp | 24.94%-12.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,595 | $3,871+44.5% | $5,060+10.6% | $4,299+30.1% |
| Admin fee / account holder | $133 | $6,717-98.0% | $8,388-98.4% | $6,924-98.1% |