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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,850 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,878 | $58,911-47.6% | $129,384-76.1% | $77,736-60.3% |
| Participation rate | 33.9% | 59.4%-25.6pp | 69.6%-35.8pp | 70.6%-36.7pp |
| Annual return | 9.88% | 24.75%-14.9pp | 9461.77%-9451.9pp | 31.26%-21.4pp |
| Employer contribution / active EE | $416 | $1,955-78.7% | $4,153-90.0% | $2,728-84.8% |
| Participant deferral / active EE | $1,008 | $3,220-68.7% | $4,166-75.8% | $4,651-78.3% |
| Admin fee / account holder | $20 | $592-96.6% | $7,686-99.7% | $433-95.4% |