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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,371 |
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.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,753 | $78,428-82.5% | $95,960-85.7% | $79,852-82.8% |
| Participation rate | 45.5% | 73.5%-28.0pp | 77.1%-31.6pp | 69.6%-24.2pp |
| Annual return | -0.26% | 19.37%-19.6pp | 91.63%-91.9pp | 31.72%-32.0pp |
| Employer contribution / active EE | $1,006 | $1,945-48.3% | $2,541-60.4% | $2,471-59.3% |
| Participant deferral / active EE | $3,246 | $3,440-5.6% | $4,167-22.1% | $3,740-13.2% |
| Admin fee / account holder | $205 | $5,622-96.3% | $6,797-97.0% | $5,306-96.1% |