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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,449 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,806 | $29,516-90.5% | $77,513-96.4% | $90,274-96.9% |
| Participation rate | 9.1% | 33.7%-24.5pp | 54.2%-45.1pp | 73.4%-64.2pp |
| Annual return | 0.00% | 231.18%-231.2pp | 54.81%-54.8pp | 53.97%-54.0pp |
| Employer contribution / active EE | $101 | $381-73.5% | $987-89.8% | $2,523-96.0% |
| Participant deferral / active EE | $170 | $944-82.0% | $1,861-90.9% | $4,231-96.0% |
| Admin fee / account holder | $16 | $106-85.2% | $2,859-99.5% | $114-86.2% |