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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $15,452 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,477 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $123,737 | $66,486+86.1% | $81,370+52.1% | $77,762+59.1% |
| Participation rate | 55.7% | 68.7%-13.0pp | 69.5%-13.8pp | 70.6%-14.9pp |
| Annual return | 15.89% | 15.95%-0.1pp | 24.85%-9.0pp | 31.27%-15.4pp |
| Employer contribution / active EE | $2,247 | $2,158+4.1% | $2,464-8.8% | $2,728-17.6% |
| Participant deferral / active EE | $5,619 | $3,677+52.8% | $3,885+44.6% | $4,651+20.8% |
| Admin fee / account holder | $126 | $586-78.5% | $5,749-97.8% | $433-71.0% |