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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,064 | $102,661-69.7% | $151,639-79.5% | $66,938-53.6% |
| Participation rate | 41.0% | 85.5%-44.5pp | 87.5%-46.5pp | 69.8%-28.8pp |
| Annual return | -9.17% | -10.81%+1.6pp | 3.34%-12.5pp | 1.58%-10.8pp |
| Employer contribution / active EE | $1,715 | $4,184-59.0% | $6,165-72.2% | $2,545-32.6% |
| Participant deferral / active EE | $3,294 | $6,645-50.4% | $8,363-60.6% | $4,238-22.3% |
| Admin fee / account holder | $291 | $630-53.9% | $11,613-97.5% | $594-51.0% |