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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,261 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $2,857 | $63,442-95.5% | $68,794-95.8% | $66,930-95.7% |
| Participation rate | 77.0% | 60.0%+17.0pp | 69.0%+7.9pp | 69.8%+7.2pp |
| Annual return | -17.03% | -8.29%-8.7pp | -6.37%-10.7pp | 1.57%-18.6pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,981 | $2,945-32.7% | $3,941-49.7% | $4,238-53.2% |
| Admin fee / account holder | $11 | $577-98.0% | $4,934-99.8% | $593-98.1% |