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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,246 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 3543 N CROSSING CIR · VALDOSTA, GA 31602 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,884 | $49,471-86.1% | $79,583-91.3% | $66,949-89.7% |
| Participation rate | 67.2% | 61.4%+5.8pp | 69.5%-2.3pp | 69.8%-2.6pp |
| Annual return | -17.16% | 84.30%-101.5pp | 0.16%-17.3pp | 1.57%-18.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,839 | $3,160-41.8% | $3,986-53.9% | $4,239-56.6% |
| Admin fee / account holder | $9 | $595-98.6% | $6,835-99.9% | $594-98.6% |