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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,966 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,030 | $82,979-77.1% | $102,412-81.4% | $77,736-75.5% |
| Participation rate | 86.2% | 71.5%+14.7pp | 74.5%+11.7pp | 70.6%+15.6pp |
| Annual return | 11.79% | 19.11%-7.3pp | 24.94%-13.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $1,485 | $3,554-58.2% | $3,870-61.6% | $2,728-45.6% |
| Participant deferral / active EE | $2,417 | $4,109-41.2% | $5,060-52.2% | $4,651-48.0% |
| Admin fee / account holder | $104 | $639-83.7% | $8,388-98.8% | $433-76.0% |