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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,710 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $22,335 |
ADP BROKER-DEALER8 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.
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 | $18,672 | $140,800-86.7% | $89,340-79.1% | $79,634-76.6% |
| Participation rate | 52.7% | 61.9%-9.2pp | 69.6%-16.8pp | 62.5%-9.8pp |
| Annual return | 12.36% | 17.84%-5.5pp | 20.57%-8.2pp | 36.46%-24.1pp |
| Employer contribution / active EE | $1,017 | $2,021-49.7% | $2,231-54.4% | $2,529-59.8% |
| Participant deferral / active EE | $1,628 | $3,219-49.4% | $3,823-57.4% | $3,835-57.5% |
| Admin fee / account holder | $164 | $1,610-89.8% | $6,704-97.5% | $1,002-83.6% |