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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,224 |
ADP BROKER-DEALER9+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,716 | $49,763-50.3% | $70,565-65.0% | $74,473-66.8% |
| Participation rate | 7.2% | 64.6%-57.5pp | 68.4%-61.2pp | 70.7%-63.6pp |
| Annual return | 16.37% | 21.21%-4.8pp | 32.79%-16.4pp | 34.36%-18.0pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,976-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $438 | $3,379-87.0% | $4,568-90.4% | $4,530-90.3% |
| Admin fee / account holder | $12 | $316-96.3% | $6,430-99.8% | $347-96.7% |