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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $97,179 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP Service code 15 · EIN 46-4255096 | Recordkeeping | $28,290 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $13,617 | $45,109-69.8% | $85,240-84.0% | $77,762-82.5% |
| Participation rate | 68.4% | 48.7%+19.8pp | 67.5%+0.9pp | 70.6%-2.1pp |
| Annual return | 9.68% | 79.55%-69.9pp | 66.75%-57.1pp | 31.27%-21.6pp |
| Employer contribution / active EE | $1,718 | $1,602+7.3% | $2,735-37.2% | $2,728-37.0% |
| Participant deferral / active EE | $1,277 | $2,814-54.6% | $4,527-71.8% | $4,651-72.5% |
| Admin fee / account holder | $157 | $915-82.8% | $6,165-97.4% | $433-63.6% |