Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $345 |
ADP BROKER-DEALER5+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,401 | $62,928-78.7% | $172,752-92.2% | $67,579-80.2% |
| Participation rate | 9.0% | 64.5%-55.5pp | 82.6%-73.7pp | 71.3%-62.3pp |
| Annual return | 22.94% | 30.36%-7.4pp | 802.97%-780.0pp | 378.56%-355.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $231 | $2,145-89.2% | $5,198-95.6% | $3,539-93.5% |
| Admin fee / account holder | $9 | $167-94.6% | $13,955-99.9% | $142-93.6% |