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 | $12,938 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,432 | $69,159-83.5% | $125,195-90.9% | $67,582-83.1% |
| Participation rate | 91.3% | 78.2%+13.1pp | 79.8%+11.5pp | 71.3%+20.0pp |
| Annual return | 21.29% | 27.12%-5.8pp | 43.79%-22.5pp | 378.57%-357.3pp |
| Employer contribution / active EE | $193 | $2,023-90.5% | $3,866-95.0% | $2,148-91.0% |
| Participant deferral / active EE | $1,964 | $3,700-46.9% | $4,937-60.2% | $3,539-44.5% |
| Admin fee / account holder | $23 | $142-84.0% | $9,704-99.8% | $142-84.1% |