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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,711 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,403 | $37,463-26.9% | $77,100-64.5% | $66,949-59.1% |
| Participation rate | 56.3% | 52.9%+3.3pp | 67.9%-11.7pp | 69.8%-13.6pp |
| Annual return | -16.24% | -3.25%-13.0pp | 42.35%-58.6pp | 1.57%-17.8pp |
| Employer contribution / active EE | $1,121 | $1,535-27.0% | $2,815-60.2% | $2,545-56.0% |
| Participant deferral / active EE | $2,791 | $2,621+6.5% | $4,430-37.0% | $4,239-34.2% |
| Admin fee / account holder | $212 | $568-62.6% | $5,443-96.1% | $594-64.2% |