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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $104,612 |
Service code 15 · EIN 85-1872416 | Recordkeeping | $44,447 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,859 | $122,128-87.8% | $147,080-89.9% | $199,960-92.6% |
| Participation rate | 40.0% | 78.2%-38.1pp | 82.2%-42.2pp | 72.0%-32.0pp |
| Annual return | 20.52% | 30.58%-10.1pp | 420.17%-399.7pp | 34.28%-13.8pp |
| Employer contribution / active EE | $1,110 | $4,093-72.9% | $4,933-77.5% | $3,036-63.5% |
| Participant deferral / active EE | $2,085 | $8,484-75.4% | $8,066-74.2% | $5,087-59.0% |
| Admin fee / account holder | $190 | $180+5.9% | $12,989-98.5% | $269-29.4% |