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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 | $40,566-6.1% | $96,754-60.6% | $64,728-41.1% |
| Participation rate | 49.6% | 24.8%+24.8pp | 70.3%-20.7pp | 57.9%-8.3pp |
| Annual return | 17.45% | 93.20%-75.7pp | 82.04%-64.6pp | 49.38%-31.9pp |
| Employer contribution / active EE | $1,577 | $808+95.2% | $2,679-41.1% | $2,243-29.7% |
| Participant deferral / active EE | $3,088 | $933+231.1% | $4,758-35.1% | $2,729+13.2% |
| Admin fee / account holder | $105 | $2,770-96.2% | $8,905-98.8% | $1,145-90.8% |