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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $251 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,208 | $53,546+68.5% | $69,884+29.1% | $68,486+31.7% |
| Participation rate | 55.8% | 64.5%-8.7pp | 70.5%-14.6pp | 67.9%-12.0pp |
| Annual return | -17.82% | -13.87%-4.0pp | 190.81%-208.6pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,472 | $2,957+51.3% | $3,848+16.2% | $4,028+11.0% |
| Admin fee / account holder | $4 | $4,693-99.9% | $6,266-99.9% | $5,404-99.9% |