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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,920 |
ADP BROKER-DEALER2+ 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.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,653 | $82,882-75.1% | $127,803-83.8% | $72,975-71.7% |
| Participation rate | 54.2% | 71.5%-17.3pp | 79.0%-24.8pp | 69.5%-15.3pp |
| Annual return | -23.79% | 32.20%-56.0pp | 26.14%-49.9pp | 81.01%-104.8pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,576-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,282 | $4,791+31.1% | $6,023+4.3% | $3,608+74.1% |
| Admin fee / account holder | $33 | $6,487-99.5% | $9,399-99.6% | $5,124-99.4% |