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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 | $122,128-67.7% | $147,117-73.2% | $200,096-80.3% |
| Participation rate | 33.1% | 78.2%-45.1pp | 82.2%-49.1pp | 72.0%-38.9pp |
| Annual return | 23.71% | 30.58%-6.9pp | 420.54%-396.8pp | 34.26%-10.6pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,888 | $8,484-66.0% | $8,065-64.2% | $5,090-43.3% |
| Admin fee / account holder | $40 | $180-77.5% | $12,993-99.7% | $269-85.0% |