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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,054 | $50,199-18.2% | $69,890-41.3% | $66,949-38.7% |
| Participation rate | 32.2% | 66.3%-34.1pp | 70.5%-38.3pp | 69.8%-37.6pp |
| Annual return | -15.15% | -13.85%-1.3pp | 190.84%-206.0pp | 1.57%-16.7pp |
| Employer contribution / active EE | $778 | $1,864-58.3% | $2,560-69.6% | $2,545-69.4% |
| Participant deferral / active EE | $2,358 | $3,112-24.2% | $3,848-38.7% | $4,239-44.4% |
| Admin fee / account holder | $1 | $600-99.8% | $6,267-100.0% | $594-99.8% |