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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,948 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 255 EXECUTIVE DRIVE SUITE 305 · PLAINVIEW, NY 11803 | Other Services | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,968 | $45,123-84.6% | $85,240-91.8% | $74,478-90.6% |
| Participation rate | 16.4% | 49.4%-33.0pp | 67.5%-51.2pp | 67.2%-50.8pp |
| Annual return | 11.13% | 26.32%-15.2pp | 66.75%-55.6pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $846 | $1,459-42.0% | $2,735-69.1% | $2,626-67.8% |
| Participant deferral / active EE | $1,583 | $2,736-42.2% | $4,527-65.0% | $4,350-63.6% |
| Admin fee / account holder | $168 | $2,215-92.4% | $6,165-97.3% | $1,946-91.4% |