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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $640 | $43,133-98.5% | $89,435-99.3% | $73,497-99.1% |
| Participation rate | 6.3% | 55.0%-48.7pp | 68.0%-61.7pp | 70.7%-64.4pp |
| Annual return | 0.00% | 135.66%-135.7pp | 245.55%-245.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $53 | $2,445-97.8% | $3,890-98.6% | $3,740-98.6% |
| Admin fee / account holder | $1 | $444-99.9% | $4,884-100.0% | $513-99.9% |