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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $850 |
ADP BROKER-DEALER3 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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,989 | $86,286-84.9% | $111,297-88.3% | $85,850-84.9% |
| Participation rate | 54.5% | 73.3%-18.8pp | 77.3%-22.8pp | 69.3%-14.8pp |
| Annual return | -23.89% | 19.99%-43.9pp | 54.65%-78.5pp | 318.53%-342.4pp |
| Employer contribution / active EE | $1,588 | $2,043-22.3% | $2,731-41.9% | $2,565-38.1% |
| Participant deferral / active EE | $2,809 | $3,641-22.8% | $4,487-37.4% | $3,952-28.9% |
| Admin fee / account holder | $9 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |