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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,007 |
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 | $28,969 | $65,071-55.5% | $143,770-79.9% | $66,923-56.7% |
| Participation rate | 67.2% | 65.2%+2.0pp | 80.3%-13.1pp | 69.8%-2.6pp |
| Annual return | -11.81% | -11.14%-0.7pp | -0.04%-11.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,475 | $2,361-37.5% | $4,951-70.2% | $2,545-42.1% |
| Participant deferral / active EE | $3,479 | $2,919+19.2% | $5,638-38.3% | $4,237-17.9% |
| Admin fee / account holder | $23 | $502-95.4% | $14,673-99.8% | $593-96.1% |