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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,109 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,500 |
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.
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 | $9,456 | $49,451-80.9% | $79,576-88.1% | $66,930-85.9% |
| Participation rate | 61.9% | 61.3%+0.6pp | 69.5%-7.5pp | 69.8%-7.9pp |
| Annual return | -18.50% | 84.25%-102.8pp | 0.15%-18.7pp | 1.57%-20.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,270 | $3,159-59.8% | $3,985-68.1% | $4,238-70.0% |
| Admin fee / account holder | $78 | $595-87.0% | $6,834-98.9% | $593-86.9% |