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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,956 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $20,524 | $102,197-79.9% | $142,516-85.6% | $74,473-72.4% |
| Participation rate | 82.2% | 79.8%+2.4pp | 76.8%+5.4pp | 70.7%+11.5pp |
| Annual return | 18.05% | 19.73%-1.7pp | 20.03%-2.0pp | 34.36%-16.3pp |
| Employer contribution / active EE | $0 | $5,052-100.0% | $4,849-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,983 | $6,304-5.1% | $6,280-4.7% | $4,530+32.1% |
| Admin fee / account holder | $48 | $186-74.1% | $10,008-99.5% | $347-86.2% |