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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,855 | $84,487-72.9% | $125,339-81.8% | $66,914-65.8% |
| Participation rate | 17.8% | 76.4%-58.6pp | 82.4%-64.5pp | 69.8%-52.0pp |
| Annual return | -9.88% | -8.39%-1.5pp | 572.05%-581.9pp | 1.58%-11.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,576 | $6,781-62.0% | $7,446-65.4% | $4,237-39.2% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |