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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,595 |
ADP BROKER-DEALER10+ 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.
Annual investment return 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 | $55,606 | $101,653-45.3% | $147,080-62.2% | $74,459-25.3% |
| Participation rate | 23.6% | 75.6%-52.0pp | 82.2%-58.6pp | 67.2%-43.6pp |
| Annual return | 12.86% | 8754.98%-8742.1pp | 420.17%-407.3pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,674 | $7,304-22.3% | $8,066-29.7% | $4,350+30.5% |
| Admin fee / account holder | $22 | $1,752-98.8% | $12,989-99.8% | $1,945-98.9% |