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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,452 |
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 | $26,495 | $78,562-66.3% | $105,608-74.9% | $74,429-64.4% |
| Participation rate | 96.8% | 72.8%+24.1pp | 75.3%+21.6pp | 67.2%+29.6pp |
| Annual return | 13.47% | 15.94%-2.5pp | 116.50%-103.0pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $2,473 | $2,521-1.9% | $3,167-21.9% | $2,625-5.8% |
| Participant deferral / active EE | $5,342 | $4,321+23.6% | $5,010+6.6% | $4,348+22.9% |
| Admin fee / account holder | $27 | $2,217-98.8% | $11,028-99.8% | $1,944-98.6% |