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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,815 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $59,364 | $54,558+8.8% | $76,051-21.9% | $74,400-20.2% |
| Participation rate | 48.1% | 60.3%-12.2pp | 69.1%-21.0pp | 67.2%-19.1pp |
| Annual return | 14.62% | 31.83%-17.2pp | 360.42%-345.8pp | 1367.51%-1352.9pp |
| Employer contribution / active EE | $2,152 | $1,778+21.1% | $2,690-20.0% | $2,624-18.0% |
| Participant deferral / active EE | $4,241 | $3,065+38.4% | $4,257-0.4% | $4,348-2.5% |
| Admin fee / account holder | $94 | $2,232-95.8% | $6,416-98.5% | $1,944-95.2% |