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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
ADP BROKER-DEALER1 year 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.
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 | $7,254 | $55,449-86.9% | $83,830-91.3% | $56,287-87.1% |
| Participation rate | 61.7% | 68.0%-6.3pp | 76.1%-14.4pp | 69.9%-8.1pp |
| Annual return | -8.75% | -1.38%-7.4pp | 850.97%-859.7pp | -9.96%+1.2pp |
| Employer contribution / active EE | $570 | $2,430-76.6% | $3,631-84.3% | $2,111-73.0% |
| Participant deferral / active EE | $1,370 | $2,935-53.3% | $4,082-66.4% | $3,350-59.1% |
| Admin fee / account holder | $38 | $656-94.2% | $5,479-99.3% | $521-92.6% |