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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,284 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,025 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $31,607 | $153,769-79.4% | $133,975-76.4% | $273,972-88.5% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.1%-17.5pp | 83.0%-13.5pp |
| Annual return | 6.45% | 36.51%-30.1pp | 29.29%-22.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $4,725 | $6,029-21.6% | $5,211-9.3% | $4,869-2.9% |
| Participant deferral / active EE | $9,171 | $6,958+31.8% | $6,282+46.0% | $5,287+73.5% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |