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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,203 |
ADP BROKER-DEALER5 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.
Employer 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 | $13,112 | $65,437-80.0% | $86,698-84.9% | $66,949-80.4% |
| Participation rate | 41.7% | 75.5%-33.8pp | 76.6%-34.9pp | 69.8%-28.2pp |
| Annual return | -15.63% | -10.91%-4.7pp | 35.96%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $423 | $2,154-80.4% | $2,837-85.1% | $2,545-83.4% |
| Participant deferral / active EE | $2,193 | $4,102-46.5% | $4,656-52.9% | $4,239-48.3% |
| Admin fee / account holder | $28 | $642-95.7% | $7,492-99.6% | $594-95.4% |