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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,100 |
ADP BROKER-DEALER4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,104 | $95,417-90.5% | $135,974-93.3% | $74,460-87.8% |
| Participation rate | 22.3% | 78.2%-56.0pp | 81.9%-59.7pp | 70.7%-48.5pp |
| Annual return | 25.20% | 32.76%-7.6pp | 68.30%-43.1pp | 34.38%-9.2pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,422 | $7,789-81.7% | $7,760-81.7% | $4,530-68.6% |
| Admin fee / account holder | $17 | $266-93.5% | $10,767-99.8% | $348-95.1% |