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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 87-3523115 | Recordkeeping | $12,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,454 |
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 | $27,800 | $40,435-31.2% | $80,627-65.5% | $74,460-62.7% |
| Participation rate | 48.7% | 47.4%+1.3pp | 67.0%-18.4pp | 70.7%-22.1pp |
| Annual return | 19.55% | 165.19%-145.6pp | 936.76%-917.2pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,391 | $1,498-7.1% | $2,723-48.9% | $2,638-47.3% |
| Participant deferral / active EE | $2,556 | $2,673-4.4% | $4,443-42.5% | $4,530-43.6% |
| Admin fee / account holder | $58 | $721-91.9% | $5,381-98.9% | $348-83.3% |