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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,071 | $50,385+112.5% | $75,501+41.8% | $62,293+71.9% |
| Participation rate | 48.4% | 67.7%-19.3pp | 72.4%-23.9pp | 69.5%-21.1pp |
| Annual return | 18.68% | 19.90%-1.2pp | 27.35%-8.7pp | 28.90%-10.2pp |
| Employer contribution / active EE | $93 | $1,537-93.9% | $2,352-96.0% | $2,042-95.4% |
| Participant deferral / active EE | $4,217 | $2,445+72.5% | $3,142+34.2% | $3,169+33.1% |
| Admin fee / account holder | $131 | $384-65.9% | $5,801-97.7% | $479-72.7% |