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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $69 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $920 | $43,133-97.9% | $89,435-99.0% | $73,497-98.7% |
| Participation rate | 2.2% | 55.0%-52.7pp | 68.0%-65.8pp | 70.7%-68.5pp |
| Annual return | 26.67% | 135.66%-109.0pp | 245.55%-218.9pp | 28.51%-1.8pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $20 | $2,445-99.2% | $3,890-99.5% | $3,740-99.5% |
| Admin fee / account holder | $17 | $444-96.1% | $4,884-99.6% | $513-96.6% |