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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,621 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $16,818 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $15,796 | $48,669-67.5% | $93,654-83.1% | $199,768-92.1% |
| Participation rate | 20.8% | 63.7%-42.9pp | 68.7%-47.9pp | 72.0%-51.2pp |
| Annual return | 44.52% | 15.38%+29.1pp | 133.34%-88.8pp | 34.26%+10.3pp |
| Employer contribution / active EE | $358 | $1,137-68.5% | $2,421-85.2% | $3,037-88.2% |
| Participant deferral / active EE | $734 | $2,823-74.0% | $4,413-83.4% | $5,090-85.6% |
| Admin fee / account holder | $149 | $195-23.4% | $8,282-98.2% | $269-44.5% |