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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,891 |
ADP BROKER-DEALER3+ 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.
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 | $23,200 | $28,416-18.4% | $73,550-68.5% | $69,631-66.7% |
| Participation rate | 19.6% | 38.3%-18.8pp | 54.9%-35.3pp | 70.7%-51.1pp |
| Annual return | 14.60% | -694.13%+708.7pp | -15.16%+29.8pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $349 | $897-61.1% | $1,804-80.7% | $3,224-89.2% |
| Admin fee / account holder | $59 | $104-43.0% | $2,320-97.4% | $110-46.2% |