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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,600 |
ADP BROKER-DEALER2+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,013 | $60,165-76.7% | $74,184-81.1% | $55,167-74.6% |
| Participation rate | 38.1% | 74.2%-36.1pp | 76.6%-38.6pp | 69.0%-30.9pp |
| Annual return | 4.47% | 10.00%-5.5pp | 17.74%-13.3pp | 169.23%-164.8pp |
| Employer contribution / active EE | $630 | $1,600-60.6% | $2,370-73.4% | $1,963-67.9% |
| Participant deferral / active EE | $916 | $2,973-69.2% | $3,550-74.2% | $3,054-70.0% |
| Admin fee / account holder | $44 | $419-89.4% | $5,586-99.2% | $504-91.2% |