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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,594 |
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 | $25,227 | $25,979-2.9% | $71,755-64.8% | $68,486-63.2% |
| Participation rate | 26.7% | 54.5%-27.8pp | 62.3%-35.7pp | 67.9%-41.2pp |
| Annual return | -9.08% | -15.10%+6.0pp | 9.09%-18.2pp | -7.85%-1.2pp |
| Employer contribution / active EE | $3,647 | $900+305.1% | $1,704+114.1% | $2,597+40.5% |
| Participant deferral / active EE | $5,263 | $1,522+245.8% | $2,656+98.2% | $4,028+30.7% |
| Admin fee / account holder | $138 | $2,022-93.2% | $3,972-96.5% | $5,404-97.4% |