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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,495 |
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 | $24,013 | $51,226-53.1% | $82,744-71.0% | $66,938-64.1% |
| Participation rate | 58.0% | 67.9%-9.9pp | 72.6%-14.6pp | 69.8%-11.8pp |
| Annual return | -11.22% | -9.61%-1.6pp | 702.22%-713.4pp | 1.58%-12.8pp |
| Employer contribution / active EE | $720 | $2,612-72.4% | $3,008-76.0% | $2,545-71.7% |
| Participant deferral / active EE | $3,443 | $3,460-0.5% | $4,395-21.7% | $4,238-18.8% |
| Admin fee / account holder | $178 | $416-57.3% | $5,325-96.7% | $594-70.1% |