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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,795 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SILVER OAK SECURITIES Service code 49 205 POWELL PLACE SUITE 357 · BRENTWOOD, TN 37027 | 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 | $24,633 | $84,936-71.0% | $111,308-77.9% | $79,391-69.0% |
| Participation rate | 42.7% | 75.9%-33.2pp | 77.3%-34.7pp | 70.7%-28.1pp |
| Annual return | 13.49% | 17.45%-4.0pp | 54.67%-41.2pp | 116.88%-103.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,600 | $3,888-58.9% | $4,487-64.3% | $4,046-60.5% |
| Admin fee / account holder | $26 | $537-95.2% | $7,965-99.7% | $627-95.8% |