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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $46,390 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,614 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $22,323 | $96,458-76.9% | $136,298-83.6% | $77,958-71.4% |
| Participation rate | 10.2% | 75.4%-65.2pp | 81.9%-71.7pp | 71.6%-61.5pp |
| Annual return | 27.05% | 23.78%+3.3pp | 5156.27%-5129.2pp | 20.87%+6.2pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $876 | $5,902-85.2% | $6,247-86.0% | $3,537-75.2% |
| Admin fee / account holder | $11 | $80-86.0% | $9,244-99.9% | $97-88.4% |