Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,155 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,315 | $61,172-57.0% | $185,851-85.8% | $79,389-66.9% |
| Participation rate | 26.2% | 66.6%-40.4pp | 81.7%-55.5pp | 70.7%-44.5pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.11%-122.1pp | 116.89%-116.9pp |
| Employer contribution / active EE | $627 | $2,321-73.0% | $5,168-87.9% | $2,428-74.2% |
| Participant deferral / active EE | $792 | $2,788-71.6% | $5,569-85.8% | $4,046-80.4% |
| Admin fee / account holder | $37 | $710-94.7% | $16,245-99.8% | $626-94.0% |