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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $881 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NYLIFE SECURITIES LLC Service code 49 9861 BROKEN LAND PARKWAY · COLUMBIA, MD 21046 | Other Services | $0 |
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 | $10,244 | $53,546-80.9% | $69,884-85.3% | $68,486-85.0% |
| Participation rate | 26.6% | 64.5%-37.9pp | 70.5%-43.9pp | 67.9%-41.3pp |
| Annual return | -21.78% | -13.87%-7.9pp | 190.81%-212.6pp | -7.85%-13.9pp |
| Employer contribution / active EE | $580 | $2,019-71.3% | $2,560-77.3% | $2,597-77.7% |
| Participant deferral / active EE | $1,715 | $2,957-42.0% | $3,848-55.4% | $4,028-57.4% |
| Admin fee / account holder | $20 | $4,693-99.6% | $6,266-99.7% | $5,404-99.6% |