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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,995 |
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.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,815 | $72,448-69.9% | $118,746-81.6% | $69,631-68.7% |
| Participation rate | 43.5% | 79.7%-36.1pp | 78.3%-34.7pp | 70.7%-27.1pp |
| Annual return | 15.07% | 19.06%-4.0pp | 24.54%-9.5pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $633 | $3,771-83.2% | $4,193-84.9% | $2,032-68.9% |
| Participant deferral / active EE | $2,200 | $4,943-55.5% | $5,332-58.7% | $3,224-31.8% |
| Admin fee / account holder | $40 | $99-59.8% | $10,720-99.6% | $110-64.0% |