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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,394 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Service code 49 1701 RIVER RUN RD STE 1014 · FORT WORTH, TX 76107 | 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 | $20,959 | $123,793-83.1% | $177,840-88.2% | $79,852-73.8% |
| Participation rate | 68.3% | 84.7%-16.4pp | 87.7%-19.4pp | 69.6%-1.3pp |
| Annual return | 5.12% | 22.82%-17.7pp | 48.32%-43.2pp | 31.72%-26.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,463 | $5,956-41.9% | $7,714-55.1% | $3,740-7.4% |
| Admin fee / account holder | $9 | $7,243-99.9% | $12,431-99.9% | $5,306-99.8% |