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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,373 |
SOUTHERN PENSION SERVICES2 years Filed as: SOUTHER PENSION SERVICES Service code 15 · EIN 59-3461974 | Recordkeeping | $5,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,684 | $46,292-68.3% | $143,757-89.8% | $64,808-77.3% |
| Participation rate | 35.1% | 64.2%-29.1pp | 80.3%-45.2pp | 71.5%-36.4pp |
| Annual return | -15.38% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $206 | $1,910-89.2% | $4,951-95.8% | $2,506-91.8% |
| Participant deferral / active EE | $1,478 | $2,646-44.1% | $5,637-73.8% | $4,310-65.7% |
| Admin fee / account holder | $177 | $154+15.3% | $14,673-98.8% | $188-5.6% |