Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,344 |
Employer 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.
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 | $13,825 | $58,320-76.3% | $86,451-84.0% | $66,949-79.3% |
| Participation rate | 97.1% | 78.6%+18.5pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -6.76% | -9.71%+3.0pp | 4398.51%-4405.3pp | 1.57%-8.3pp |
| Employer contribution / active EE | $150 | $2,615-94.3% | $3,770-96.0% | $2,545-94.1% |
| Participant deferral / active EE | $4,480 | $6,899-35.1% | $6,953-35.6% | $4,239+5.7% |
| Admin fee / account holder | $19 | $546-96.6% | $6,734-99.7% | $594-96.8% |