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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,103 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,706 | $50,458-76.8% | $160,037-92.7% | $64,824-81.9% |
| Participation rate | 33.2% | 68.0%-34.8pp | 78.0%-44.8pp | 71.5%-38.3pp |
| Annual return | -13.52% | -13.42%-0.1pp | 408.95%-422.5pp | 32.84%-46.4pp |
| Employer contribution / active EE | $754 | $1,722-56.2% | $4,226-82.2% | $2,507-69.9% |
| Participant deferral / active EE | $1,157 | $4,004-71.1% | $6,184-81.3% | $4,311-73.2% |
| Admin fee / account holder | $26 | $706-96.3% | $8,716-99.7% | $188-86.2% |