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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,790 |
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 | $55,624 | $66,459-16.3% | $81,286-31.6% | $77,714-28.4% |
| Participation rate | 42.0% | 68.7%-26.7pp | 69.5%-27.5pp | 70.6%-28.6pp |
| Annual return | 13.94% | 15.95%-2.0pp | 24.80%-10.9pp | 31.26%-17.3pp |
| Employer contribution / active EE | $1,359 | $2,156-37.0% | $2,463-44.8% | $2,727-50.1% |
| Participant deferral / active EE | $3,175 | $3,674-13.6% | $3,883-18.2% | $4,649-31.7% |
| Admin fee / account holder | $30 | $585-94.9% | $5,764-99.5% | $433-93.0% |