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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC5+ years Service code 15 · EIN 82-4882966 | Recordkeeping | $138,450 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,527 | $122,128-72.5% | $147,117-77.2% | $200,096-83.2% |
| Participation rate | 46.6% | 78.2%-31.6pp | 82.2%-35.6pp | 72.0%-25.4pp |
| Annual return | 27.19% | 30.58%-3.4pp | 420.54%-393.3pp | 34.26%-7.1pp |
| Employer contribution / active EE | $1,384 | $4,093-66.2% | $4,932-71.9% | $3,038-54.4% |
| Participant deferral / active EE | $2,845 | $8,484-66.5% | $8,065-64.7% | $5,090-44.1% |
| Admin fee / account holder | $120 | $180-33.2% | $12,993-99.1% | $269-55.5% |