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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $59,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,580 | $54,213-23.3% | $93,696-55.6% | $77,736-46.5% |
| Participation rate | 59.5% | 64.0%-4.4pp | 68.7%-9.2pp | 70.6%-11.1pp |
| Annual return | 24.53% | 30.55%-6.0pp | 133.74%-109.2pp | 31.26%-6.7pp |
| Employer contribution / active EE | $1,932 | $1,168+65.4% | $2,422-20.2% | $2,728-29.2% |
| Participant deferral / active EE | $4,770 | $3,145+51.7% | $4,417+8.0% | $4,651+2.6% |
| Admin fee / account holder | $201 | $575-65.0% | $8,287-97.6% | $433-53.5% |