Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $440 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,545 | $48,576-92.7% | $169,452-97.9% | $56,289-93.7% |
| Participation rate | 32.4% | 65.8%-33.4pp | 77.8%-45.4pp | 69.9%-37.4pp |
| Annual return | 0.00% | -2.51%+2.5pp | 1.83%-1.8pp | -9.96%+10.0pp |
| Employer contribution / active EE | $470 | $1,559-69.9% | $4,157-88.7% | $2,111-77.8% |
| Participant deferral / active EE | $920 | $3,275-71.9% | $5,277-82.6% | $3,350-72.5% |
| Admin fee / account holder | $9 | $435-98.0% | $9,110-99.9% | $521-98.3% |