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 | $16,644 |
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).
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 | $13,986 | $47,456-70.5% | $172,753-91.9% | $77,775-82.0% |
| Participation rate | 13.2% | 66.3%-53.1pp | 82.6%-69.5pp | 73.2%-60.0pp |
| Annual return | 136.89% | 35.57%+101.3pp | 803.00%-666.1pp | 32.58%+104.3pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $475 | $2,560-81.4% | $5,198-90.9% | $3,966-88.0% |
| Admin fee / account holder | $39 | $81-51.8% | $13,956-99.7% | $100-61.0% |