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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,835 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,311 | $69,511-59.3% | $94,664-70.1% | $71,511-60.4% |
| Participation rate | 96.3% | 78.4%+17.9pp | 80.8%+15.5pp | 67.9%+28.4pp |
| Annual return | 22.35% | 29.67%-7.3pp | 156.84%-134.5pp | 28.86%-6.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $13,062 | $7,348+77.8% | $7,417+76.1% | $4,291+204.4% |
| Admin fee / account holder | $10 | $1,211-99.2% | $7,222-99.9% | $1,588-99.4% |