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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,566 |
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 | $24,298 | $26,549-8.5% | $61,452-60.5% | $66,938-63.7% |
| Participation rate | 27.0% | 38.1%-11.1pp | 52.6%-25.6pp | 69.8%-42.8pp |
| Annual return | -17.68% | -16.21%-1.5pp | 338.96%-356.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $646 | $651-0.9% | $1,160-44.3% | $2,545-74.6% |
| Participant deferral / active EE | $996 | $1,338-25.6% | $2,125-53.1% | $4,238-76.5% |
| Admin fee / account holder | $124 | $409-69.6% | $2,131-94.2% | $594-79.1% |