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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,288 |
ADP BROKER-DEALER8+ 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,429 | $37,418-69.5% | $77,096-85.2% | $77,906-85.3% |
| Participation rate | 30.8% | 46.9%-16.1pp | 67.9%-37.1pp | 73.7%-42.9pp |
| Annual return | -20.44% | -7.13%-13.3pp | 42.35%-62.8pp | 12.16%-32.6pp |
| Employer contribution / active EE | $251 | $1,200-79.1% | $2,814-91.1% | $2,846-91.2% |
| Participant deferral / active EE | $1,233 | $2,572-52.0% | $4,429-72.2% | $4,805-74.3% |
| Admin fee / account holder | $40 | $126-67.9% | $5,428-99.3% | $133-69.5% |