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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,060 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,565 | $106,264-70.3% | $147,117-78.5% | $77,762-59.4% |
| Participation rate | 61.6% | 78.4%-16.8pp | 82.2%-20.6pp | 70.6%-9.0pp |
| Annual return | 18.58% | 56.94%-38.4pp | 420.54%-402.0pp | 31.27%-12.7pp |
| Employer contribution / active EE | $1,474 | $4,074-63.8% | $4,932-70.1% | $2,728-46.0% |
| Participant deferral / active EE | $2,987 | $8,003-62.7% | $8,065-63.0% | $4,651-35.8% |
| Admin fee / account holder | $51 | $334-84.8% | $12,993-99.6% | $433-88.2% |