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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,771 | $56,095-75.5% | $178,503-92.3% | $90,274-84.7% |
| Participation rate | 20.1% | 65.6%-45.5pp | 81.9%-61.9pp | 73.4%-53.3pp |
| Annual return | 21.16% | 28.81%-7.6pp | 151.12%-130.0pp | 53.97%-32.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $723 | $2,669-72.9% | $5,202-86.1% | $4,231-82.9% |
| Admin fee / account holder | $75 | $101-25.8% | $13,987-99.5% | $114-34.6% |