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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $126,697 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,773 | $96,403-65.0% | $93,614-63.9% | $77,775-56.6% |
| Participation rate | 75.1% | 87.6%-12.5pp | 75.8%-0.7pp | 73.2%+1.9pp |
| Annual return | 180.03% | 39.36%+140.7pp | 32.76%+147.3pp | 32.58%+147.5pp |
| Employer contribution / active EE | $431 | $3,616-88.1% | $2,718-84.2% | $2,504-82.8% |
| Participant deferral / active EE | $2,683 | $5,341-49.8% | $4,069-34.1% | $3,966-32.4% |
| Admin fee / account holder | $110 | $90+22.3% | $7,889-98.6% | $100+9.4% |