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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $737 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,827 | $49,471-78.1% | $79,583-86.4% | $66,949-83.8% |
| Participation rate | 11.0% | 61.4%-50.3pp | 69.5%-58.5pp | 69.8%-58.8pp |
| Annual return | -14.06% | 84.30%-98.4pp | 0.16%-14.2pp | 1.57%-15.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $295 | $3,160-90.7% | $3,986-92.6% | $4,239-93.0% |
| Admin fee / account holder | $43 | $595-92.7% | $6,835-99.4% | $594-92.7% |