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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,621 | $31,388-12.0% | $73,545-62.4% | $62,293-55.7% |
| Participation rate | 23.2% | 39.9%-16.6pp | 54.9%-31.7pp | 69.5%-46.3pp |
| Annual return | 9.92% | 25.34%-15.4pp | -15.16%+25.1pp | 28.90%-19.0pp |
| Employer contribution / active EE | $458 | $498-8.0% | $1,219-62.4% | $2,042-77.6% |
| Participant deferral / active EE | $652 | $1,028-36.6% | $1,806-63.9% | $3,169-79.4% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |