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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,369 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $39,425 | $122,219-67.7% | $147,096-73.2% | $199,921-80.3% |
| Participation rate | 33.1% | 78.3%-45.2pp | 82.2%-49.1pp | 72.0%-38.9pp |
| Annual return | 23.71% | 30.59%-6.9pp | 419.75%-396.0pp | 34.28%-10.6pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $2,888 | $8,503-66.0% | $8,071-64.2% | $5,089-43.2% |
| Admin fee / account holder | $40 | $179-77.4% | $13,005-99.7% | $269-85.0% |