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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $130,862 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $40,346 | $85,144-52.6% | $130,062-69.0% | $80,169-49.7% |
| Participation rate | 50.8% | 79.5%-28.7pp | 78.5%-27.7pp | 72.9%-22.1pp |
| Annual return | 17.89% | 23.78%-5.9pp | -137.37%+155.3pp | 40.39%-22.5pp |
| Employer contribution / active EE | $1,199 | $3,059-60.8% | $4,322-72.2% | $2,978-59.7% |
| Participant deferral / active EE | $2,197 | $4,992-56.0% | $5,821-62.3% | $5,016-56.2% |
| Admin fee / account holder | $154 | $392-60.7% | $10,601-98.5% | $145+6.3% |