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 37 · EIN 13-3036745 | Loan Processing | $250 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,790 | $48,064-54.7% | $78,778-72.3% | $69,631-68.7% |
| Participation rate | 7.5% | 61.6%-54.1pp | 69.2%-61.7pp | 70.7%-63.2pp |
| Annual return | 15.70% | 21.81%-6.1pp | 35.62%-19.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $221 | $2,079-89.4% | $2,958-92.5% | $3,224-93.1% |
| Admin fee / account holder | $9 | $152-93.9% | $5,134-99.8% | $110-91.6% |