Filed April 2, 2026
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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,997 |
ADP BROKER-DEALER7 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,528 | $86,692-32.5% | $119,634-51.1% | $66,949-12.6% |
| Participation rate | 52.9% | 75.6%-22.7pp | 79.3%-26.4pp | 69.8%-16.9pp |
| Annual return | -13.83% | -8.00%-5.8pp | -14.98%+1.2pp | 1.57%-15.4pp |
| Employer contribution / active EE | $1,922 | $2,536-24.2% | $4,232-54.6% | $2,545-24.5% |
| Participant deferral / active EE | $4,045 | $4,360-7.2% | $5,601-27.8% | $4,239-4.6% |
| Admin fee / account holder | $20 | $755-97.4% | $10,329-99.8% | $594-96.6% |