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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,515 |
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 | $36,868 | $91,424-59.7% | $135,942-72.9% | $71,495-48.4% |
| Participation rate | 67.1% | 75.7%-8.6pp | 81.9%-14.8pp | 67.9%-0.9pp |
| Annual return | 36.70% | 29.90%+6.8pp | 68.28%-31.6pp | 28.85%+7.8pp |
| Employer contribution / active EE | $2,228 | $3,704-39.8% | $4,858-54.1% | $2,589-13.9% |
| Participant deferral / active EE | $4,453 | $7,092-37.2% | $7,759-42.6% | $4,291+3.8% |
| Admin fee / account holder | $23 | $1,266-98.2% | $10,764-99.8% | $1,588-98.5% |