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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,496 | $102,422-29.2% | $147,117-50.7% | $80,959-10.5% |
| Participation rate | 53.0% | 75.9%-22.8pp | 82.2%-29.2pp | 67.7%-14.6pp |
| Annual return | 16.45% | 135.16%-118.7pp | 420.54%-404.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,361 | $6,652+10.7% | $8,065-8.7% | $4,300+71.2% |
| Admin fee / account holder | $32 | $7,953-99.6% | $12,993-99.8% | $6,925-99.5% |