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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 | $101,539-67.1% | $147,041-77.3% | $74,400-55.1% |
| Participation rate | 61.4% | 75.5%-14.1pp | 82.2%-20.7pp | 67.2%-5.8pp |
| Annual return | 11.38% | 8740.84%-8729.5pp | 419.21%-407.8pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $1,978 | $3,811-48.1% | $4,935-59.9% | $2,624-24.6% |
| Participant deferral / active EE | $4,425 | $7,304-39.4% | $8,071-45.2% | $4,348+1.8% |
| Admin fee / account holder | $36 | $1,749-97.9% | $13,006-99.7% | $1,944-98.1% |