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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,398 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $19,278 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $18,444 | $66,486-72.3% | $81,370-77.3% | $77,762-76.3% |
| Participation rate | 44.4% | 68.7%-24.3pp | 69.5%-25.1pp | 70.6%-26.2pp |
| Annual return | 14.21% | 15.95%-1.7pp | 24.85%-10.6pp | 31.27%-17.1pp |
| Employer contribution / active EE | $885 | $2,158-59.0% | $2,464-64.1% | $2,728-67.5% |
| Participant deferral / active EE | $1,419 | $3,677-61.4% | $3,885-63.5% | $4,651-69.5% |
| Admin fee / account holder | $181 | $586-69.1% | $5,749-96.9% | $433-58.2% |