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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,680 |
Service code 15 · EIN 85-1977949 | Recordkeeping | $49,940 |
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 | $25,508 | $106,247-76.0% | $147,096-82.7% | $77,714-67.2% |
| Participation rate | 93.8% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 27.36% | 56.87%-29.5pp | 419.75%-392.4pp | 31.26%-3.9pp |
| Employer contribution / active EE | $1,636 | $4,069-59.8% | $4,936-66.9% | $2,727-40.0% |
| Participant deferral / active EE | $4,452 | $7,996-44.3% | $8,071-44.8% | $4,649-4.2% |
| Admin fee / account holder | $97 | $338-71.2% | $13,005-99.3% | $433-77.5% |