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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,217 |
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 | $13,936 | $66,486-79.0% | $81,370-82.9% | $77,762-82.1% |
| Participation rate | 88.3% | 68.7%+19.6pp | 69.5%+18.8pp | 70.6%+17.7pp |
| Annual return | 14.29% | 15.95%-1.7pp | 24.85%-10.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $1,499 | $2,158-30.5% | $2,464-39.2% | $2,728-45.0% |
| Participant deferral / active EE | $3,524 | $3,677-4.1% | $3,885-9.3% | $4,651-24.2% |
| Admin fee / account holder | $95 | $586-83.7% | $5,749-98.3% | $433-77.9% |