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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $565 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,622 | $84,487-72.0% | $125,339-81.2% | $66,914-64.7% |
| Participation rate | 25.2% | 76.4%-51.2pp | 82.4%-57.2pp | 69.8%-44.6pp |
| Annual return | 3.78% | -8.39%+12.2pp | 572.05%-568.3pp | 1.58%+2.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $813 | $6,781-88.0% | $7,446-89.1% | $4,237-80.8% |
| Admin fee / account holder | $75 | $685-89.0% | $10,010-99.2% | $593-87.3% |