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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,585 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PARK AVENUE SECURITIES LLC3 years Service code 49 7 HANOVER SQ · NEW YORK, NY 10004 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $24,282 | $89,465-72.9% | $165,100-85.3% | $77,762-68.8% |
| Participation rate | 57.3% | 78.6%-21.4pp | 78.6%-21.4pp | 70.6%-13.3pp |
| Annual return | 16.21% | 28.86%-12.7pp | 70.21%-54.0pp | 31.27%-15.1pp |
| Employer contribution / active EE | $316 | $2,565-87.7% | $4,348-92.7% | $2,728-88.4% |
| Participant deferral / active EE | $3,792 | $4,904-22.7% | $6,035-37.2% | $4,651-18.5% |
| Admin fee / account holder | $60 | $340-82.3% | $12,696-99.5% | $433-86.1% |