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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $467 | $47,977-99.0% | $154,108-99.7% | $56,289-99.2% |
| Participation rate | 12.6% | 66.2%-53.6pp | 83.0%-70.4pp | 69.9%-57.3pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.21%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $59 | $2,392-97.6% | $5,081-98.8% | $3,350-98.3% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |