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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,113 |
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 | $23,080 | $120,450-80.8% | $159,455-85.5% | $93,010-75.2% |
| Participation rate | 38.2% | 78.0%-39.7pp | 82.8%-44.6pp | 73.9%-35.7pp |
| Annual return | 61.95% | 27.11%+34.8pp | 263.63%-201.7pp | 158.70%-96.8pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,830-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $2,602 | $7,283-64.3% | $7,353-64.6% | $4,561-43.0% |
| Admin fee / account holder | $12 | $137-91.1% | $10,800-99.9% | $152-92.0% |