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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19 | $47,135-100.0% | $149,717-100.0% | $74,440-100.0% |
| Participation rate | 34.8% | 63.4%-28.6pp | 78.8%-44.0pp | 70.7%-35.9pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.41%-134.4pp | 34.37%-34.4pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $6 | $2,728-99.8% | $5,682-99.9% | $4,529-99.9% |
| Admin fee / account holder | $0 | $343-99.9% | $13,213-100.0% | $348-100.0% |