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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,905 |
ADP BROKER-DEALER4+ 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.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,222 | $58,093-60.0% | $80,022-71.0% | $56,287-58.7% |
| Participation rate | 63.9% | 73.6%-9.7pp | 75.8%-11.9pp | 69.9%-5.9pp |
| Annual return | -6.11% | 34.63%-40.7pp | 11.22%-17.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $791 | $1,933-59.1% | $2,468-67.9% | $2,111-62.5% |
| Participant deferral / active EE | $1,366 | $3,136-56.4% | $3,686-62.9% | $3,350-59.2% |
| Admin fee / account holder | $12 | $623-98.0% | $6,521-99.8% | $521-97.7% |