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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $756 | $97,541-99.2% | $149,745-99.5% | $106,273-99.3% |
| Participation rate | 0.0% | 66.8%-66.8pp | 82.5%-82.4pp | 70.8%-70.8pp |
| Annual return | 0.00% | 24.23%-24.2pp | 276.72%-276.7pp | 21.70%-21.7pp |
| Employer contribution / active EE | $0 | $2,504-100.0% | $4,646-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $0 | $6,023-100.0% | $6,843-100.0% | $4,601-100.0% |
| Admin fee / account holder | $0 | $72-99.7% | $9,312-100.0% | $78-99.7% |