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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,984 |
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 | $42,837 | $90,064-52.4% | $100,392-57.3% | $77,736-44.9% |
| Participation rate | 62.0% | 81.3%-19.3pp | 81.5%-19.5pp | 70.6%-8.6pp |
| Annual return | 19.90% | 20.61%-0.7pp | 49.45%-29.6pp | 31.26%-11.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,941-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $7,626 | $8,282-7.9% | $8,090-5.7% | $4,651+64.0% |
| Admin fee / account holder | $173 | $172+0.4% | $7,904-97.8% | $433-60.2% |