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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,978 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $6,179 | $81,358-92.4% | $155,556-96.0% | $80,959-92.4% |
| Participation rate | 77.8% | 66.3%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 9.38% | 33.39%-24.0pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $385 | $3,106-87.6% | $4,675-91.8% | $2,757-86.0% |
| Participant deferral / active EE | $1,476 | $3,455-57.3% | $5,631-73.8% | $4,300-65.7% |
| Admin fee / account holder | $66 | $7,994-99.2% | $15,885-99.6% | $6,925-99.0% |