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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,127 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $20,245 |
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 | $35,323 | $80,781-56.3% | $102,437-65.5% | $74,478-52.6% |
| Participation rate | 51.3% | 65.7%-14.4pp | 74.5%-23.2pp | 67.2%-15.9pp |
| Annual return | 12.88% | 27.58%-14.7pp | 24.95%-12.1pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,567 | $3,160-18.8% | $3,871-33.7% | $2,626-2.3% |
| Participant deferral / active EE | $4,272 | $3,862+10.6% | $5,060-15.6% | $4,350-1.8% |
| Admin fee / account holder | $245 | $2,372-89.7% | $8,388-97.1% | $1,946-87.4% |