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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $109,417 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $54,648 | $122,585-55.4% | $184,256-70.3% | $200,096-72.7% |
| Participation rate | 65.7% | 86.9%-21.2pp | 86.8%-21.1pp | 72.0%-6.3pp |
| Annual return | 15.94% | 144.12%-128.2pp | 28.85%-12.9pp | 34.26%-18.3pp |
| Employer contribution / active EE | $3,100 | $4,571-32.2% | $6,427-51.8% | $3,038+2.1% |
| Participant deferral / active EE | $6,175 | $7,972-22.5% | $9,133-32.4% | $5,090+21.3% |
| Admin fee / account holder | $100 | $120-16.8% | $13,899-99.3% | $269-62.9% |