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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ 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.
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 | $13,467 | $53,777-75.0% | $134,155-90.0% | $79,858-83.1% |
| Participation rate | 68.4% | 58.8%+9.6pp | 72.2%-3.8pp | 69.6%-1.3pp |
| Annual return | 4.26% | 19.01%-14.7pp | 36.34%-32.1pp | 31.72%-27.5pp |
| Employer contribution / active EE | $778 | $1,321-41.1% | $3,705-79.0% | $2,471-68.5% |
| Participant deferral / active EE | $984 | $2,420-59.4% | $3,500-71.9% | $3,740-73.7% |
| Admin fee / account holder | $66 | $3,984-98.4% | $6,685-99.0% | $5,306-98.8% |