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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,997 |
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 | $19,930 | $65,437-69.5% | $86,698-77.0% | $66,949-70.2% |
| Participation rate | 84.7% | 75.5%+9.2pp | 76.6%+8.1pp | 69.8%+14.8pp |
| Annual return | -16.00% | -10.91%-5.1pp | 35.96%-52.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $1,011 | $2,154-53.0% | $2,837-64.3% | $2,545-60.3% |
| Participant deferral / active EE | $2,927 | $4,102-28.6% | $4,656-37.1% | $4,239-31.0% |
| Admin fee / account holder | $30 | $642-95.3% | $7,492-99.6% | $594-94.9% |