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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $83,688 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $11,372 | $67,512-83.2% | $185,849-93.9% | $93,010-87.8% |
| Participation rate | 56.0% | 67.1%-11.2pp | 81.7%-25.7pp | 73.9%-17.9pp |
| Annual return | 16.58% | 21.04%-4.5pp | 122.10%-105.5pp | 158.70%-142.1pp |
| Employer contribution / active EE | $212 | $1,783-88.1% | $5,169-95.9% | $2,705-92.2% |
| Participant deferral / active EE | $1,910 | $3,035-37.1% | $5,569-65.7% | $4,561-58.1% |
| Admin fee / account holder | $35 | $318-89.1% | $16,244-99.8% | $152-77.2% |