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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,451 |
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 | $93 | $53,216-99.8% | $155,534-99.9% | $199,960-100.0% |
| Participation rate | 14.1% | 64.1%-50.1pp | 78.2%-64.2pp | 72.0%-57.9pp |
| Annual return | -24.85% | 41.18%-66.0pp | 64.92%-89.8pp | 34.28%-59.1pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $41 | $186-78.1% | $15,900-99.7% | $269-84.9% |