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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,829 | $52,450+31.2% | $129,397-46.8% | $74,429-7.5% |
| Participation rate | 55.7% | 53.8%+1.9pp | 69.6%-13.9pp | 67.2%-11.5pp |
| Annual return | 29.79% | 15.65%+14.1pp | 9453.98%-9424.2pp | 1368.38%-1338.6pp |
| Employer contribution / active EE | $277 | $1,532-81.9% | $4,154-93.3% | $2,625-89.4% |
| Participant deferral / active EE | $7,197 | $2,797+157.3% | $4,167+72.7% | $4,348+65.5% |
| Admin fee / account holder | $7 | $2,636-99.7% | $7,679-99.9% | $1,944-99.6% |