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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $41,806 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,825 |
ADP BROKER-DEALER2 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,130 | $63,471-17.9% | $68,803-24.2% | $66,949-22.1% |
| Participation rate | 53.3% | 60.0%-6.7pp | 69.0%-15.8pp | 69.8%-16.6pp |
| Annual return | -8.07% | -8.29%+0.2pp | -6.37%-1.7pp | 1.57%-9.6pp |
| Employer contribution / active EE | $1,094 | $1,776-38.4% | $2,656-58.8% | $2,545-57.0% |
| Participant deferral / active EE | $3,154 | $2,946+7.0% | $3,942-20.0% | $4,239-25.6% |
| Admin fee / account holder | $192 | $578-66.7% | $4,936-96.1% | $594-67.6% |