Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $49,335 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,979 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,193 | $40,174-64.7% | $84,023-83.1% | $67,582-79.0% |
| Participation rate | 92.1% | 62.7%+29.4pp | 69.0%+23.1pp | 71.3%+20.8pp |
| Annual return | 22.12% | 25.82%-3.7pp | 71.32%-49.2pp | 378.57%-356.5pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,656 | $2,301+58.9% | $3,239+12.9% | $3,539+3.3% |
| Admin fee / account holder | $162 | $128+25.9% | $6,102-97.4% | $142+13.6% |