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| Provider | Service type | Compensation |
|---|---|---|
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 | $12,886 | $50,637-74.6% | $86,581-85.1% | $62,293-79.3% |
| Participation rate | 13.1% | 67.9%-54.8pp | 73.5%-60.4pp | 69.5%-56.4pp |
| Annual return | 15.21% | 20.80%-5.6pp | 965.06%-949.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,840-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $586 | $2,611-77.5% | $3,609-83.8% | $3,169-81.5% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |