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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $116,642 |
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 | $22,525 | $53,165-57.6% | $86,216-73.9% | $74,460-69.7% |
| Participation rate | 88.8% | 64.9%+23.9pp | 69.0%+19.8pp | 70.7%+18.0pp |
| Annual return | 16.71% | 22.64%-5.9pp | 1169.42%-1152.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $695 | $1,210-42.5% | $2,382-70.8% | $2,638-73.6% |
| Participant deferral / active EE | $3,460 | $3,234+7.0% | $3,986-13.2% | $4,530-23.6% |
| Admin fee / account holder | $171 | $551-69.0% | $6,853-97.5% | $348-50.9% |