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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,807 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,001 | $101,591+25.0% | $147,096-13.7% | $74,429+70.6% |
| Participation rate | 50.6% | 75.5%-24.9pp | 82.2%-31.6pp | 67.2%-16.6pp |
| Annual return | 20.04% | 8746.45%-8726.4pp | 419.75%-399.7pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $3,632 | $3,813-4.7% | $4,936-26.4% | $2,625+38.4% |
| Participant deferral / active EE | $7,623 | $7,302+4.4% | $8,071-5.6% | $4,348+75.3% |
| Admin fee / account holder | $55 | $1,750-96.9% | $13,005-99.6% | $1,944-97.2% |