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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,918 |
Service code 15 · EIN 87-3523115 | Recordkeeping | $12,000 |
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 | $38,101 | $38,967-2.2% | $86,233-55.8% | $79,634-52.2% |
| Participation rate | 49.6% | 34.1%+15.6pp | 69.0%-19.4pp | 62.5%-12.9pp |
| Annual return | 17.45% | 49.90%-32.4pp | 61.39%-43.9pp | 36.46%-19.0pp |
| Employer contribution / active EE | $1,577 | $868+81.6% | $2,504-37.0% | $2,529-37.7% |
| Participant deferral / active EE | $3,088 | $1,663+85.8% | $4,559-32.3% | $3,835-19.5% |
| Admin fee / account holder | $105 | $2,660-96.1% | $8,342-98.7% | $1,002-89.5% |