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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,519 |
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 | $48,257 | $51,223-5.8% | $82,763-41.7% | $66,949-27.9% |
| Participation rate | 62.4% | 67.9%-5.5pp | 72.6%-10.1pp | 69.8%-7.4pp |
| Annual return | -4.79% | -9.85%+5.1pp | 702.45%-707.2pp | 1.57%-6.4pp |
| Employer contribution / active EE | $1,996 | $2,611-23.6% | $3,008-33.7% | $2,545-21.6% |
| Participant deferral / active EE | $7,983 | $3,460+130.7% | $4,395+81.6% | $4,239+88.3% |
| Admin fee / account holder | $201 | $415-51.7% | $5,325-96.2% | $594-66.2% |