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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,927 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $54,693 | $185,342-70.5% | $111,306-50.9% | $86,821-37.0% |
| Participation rate | 68.9% | 81.0%-12.1pp | 77.3%-8.4pp | 72.3%-3.4pp |
| Annual return | 14.29% | 500.80%-486.5pp | 54.67%-40.4pp | 97.94%-83.7pp |
| Employer contribution / active EE | $1,234 | $2,246-45.1% | $2,732-54.8% | $2,406-48.7% |
| Participant deferral / active EE | $3,479 | $4,458-22.0% | $4,488-22.5% | $4,132-15.8% |
| Admin fee / account holder | $26 | $255-89.8% | $7,966-99.7% | $170-84.6% |