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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,575 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $19,813 |
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 | $62,343 | $54,213+15.0% | $93,696-33.5% | $77,736-19.8% |
| Participation rate | 59.0% | 64.0%-5.0pp | 68.7%-9.7pp | 70.6%-11.6pp |
| Annual return | 15.50% | 30.55%-15.1pp | 133.74%-118.2pp | 31.26%-15.8pp |
| Employer contribution / active EE | $2,099 | $1,168+79.7% | $2,422-13.3% | $2,728-23.1% |
| Participant deferral / active EE | $4,989 | $3,145+58.6% | $4,417+13.0% | $4,651+7.3% |
| Admin fee / account holder | $117 | $575-79.6% | $8,287-98.6% | $433-73.0% |