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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 | $80,731-56.2% | $103,374-65.8% | $74,546-52.6% |
| Participation rate | 51.3% | 65.7%-14.4pp | 74.5%-23.2pp | 67.2%-15.9pp |
| Annual return | 12.88% | 27.56%-14.7pp | 24.89%-12.0pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,567 | $3,158-18.7% | $3,869-33.7% | $2,624-2.2% |
| Participant deferral / active EE | $4,272 | $3,860+10.7% | $5,058-15.5% | $4,347-1.7% |
| Admin fee / account holder | $245 | $2,369-89.6% | $8,394-97.1% | $1,944-87.4% |