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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $19,342 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,449 |
ADP BROKER-DEALER8+ 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 | $13,993 | $50,458-72.3% | $160,037-91.3% | $64,824-78.4% |
| Participation rate | 51.1% | 68.0%-17.0pp | 78.0%-26.9pp | 71.5%-20.4pp |
| Annual return | -14.89% | -13.42%-1.5pp | 408.95%-423.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $912 | $1,722-47.0% | $4,226-78.4% | $2,507-63.6% |
| Participant deferral / active EE | $1,553 | $4,004-61.2% | $6,184-74.9% | $4,311-64.0% |
| Admin fee / account holder | $74 | $706-89.5% | $8,716-99.2% | $188-60.7% |