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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,614 | $47,898-71.6% | $117,498-88.4% | $64,814-79.0% |
| Participation rate | 28.1% | 61.9%-33.8pp | 70.6%-42.6pp | 71.5%-43.4pp |
| Annual return | -18.46% | -15.54%-2.9pp | 29.75%-48.2pp | 32.84%-51.3pp |
| Employer contribution / active EE | $626 | $1,774-64.7% | $4,178-85.0% | $2,507-75.0% |
| Participant deferral / active EE | $1,144 | $3,151-63.7% | $4,071-71.9% | $4,310-73.5% |
| Admin fee / account holder | $48 | $132-63.5% | $5,646-99.1% | $188-74.4% |