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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 87-3523115 | Recordkeeping | $12,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,740 |
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 | $25,205 | $34,634-27.2% | $77,096-67.3% | $64,819-61.1% |
| Participation rate | 49.7% | 49.8%-0.2pp | 67.9%-18.3pp | 71.5%-21.8pp |
| Annual return | -13.71% | -5.31%-8.4pp | 42.35%-56.1pp | 32.84%-46.6pp |
| Employer contribution / active EE | $1,390 | $1,385+0.4% | $2,814-50.6% | $2,507-44.6% |
| Participant deferral / active EE | $2,599 | $2,553+1.8% | $4,429-41.3% | $4,311-39.7% |
| Admin fee / account holder | $55 | $178-68.9% | $5,428-99.0% | $188-70.5% |