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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $44,606 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,925 |
ADP BROKER-DEALER3+ 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 | $25,735 | $75,284-65.8% | $91,004-71.7% | $69,631-63.0% |
| Participation rate | 51.6% | 80.4%-28.8pp | 75.6%-24.0pp | 70.7%-19.1pp |
| Annual return | 18.67% | 48.40%-29.7pp | 4.60%+14.1pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $943 | $2,473-61.9% | $2,456-61.6% | $2,032-53.6% |
| Participant deferral / active EE | $1,496 | $3,700-59.6% | $3,548-57.8% | $3,224-53.6% |
| Admin fee / account holder | $20 | $111-81.8% | $5,417-99.6% | $110-81.8% |