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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER7+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,839 | $26,549+99.0% | $61,452-14.0% | $66,938-21.1% |
| Participation rate | 48.2% | 38.1%+10.2pp | 52.6%-4.3pp | 69.8%-21.6pp |
| Annual return | -16.34% | -16.21%-0.1pp | 338.96%-355.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1 | $651-99.9% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,073 | $1,338+54.9% | $2,125-2.4% | $4,238-51.1% |
| Admin fee / account holder | $21 | $409-94.8% | $2,131-99.0% | $594-96.4% |