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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,894 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,432 | $101,653-67.1% | $147,080-77.3% | $74,459-55.1% |
| Participation rate | 61.4% | 75.6%-14.1pp | 82.2%-20.8pp | 67.2%-5.8pp |
| Annual return | 11.38% | 8754.98%-8743.6pp | 420.17%-408.8pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $1,978 | $3,813-48.1% | $4,933-59.9% | $2,626-24.7% |
| Participant deferral / active EE | $4,425 | $7,304-39.4% | $8,066-45.1% | $4,350+1.7% |
| Admin fee / account holder | $36 | $1,752-97.9% | $12,989-99.7% | $1,945-98.1% |