Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,951 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,130 | $48,744-64.9% | $93,696-81.7% | $199,960-91.4% |
| Participation rate | 16.1% | 63.7%-47.5pp | 68.7%-52.6pp | 72.0%-55.8pp |
| Annual return | 12.98% | 15.36%-2.4pp | 133.74%-120.8pp | 34.28%-21.3pp |
| Employer contribution / active EE | $363 | $1,140-68.2% | $2,422-85.0% | $3,036-88.0% |
| Participant deferral / active EE | $754 | $2,825-73.3% | $4,417-82.9% | $5,087-85.2% |
| Admin fee / account holder | $266 | $195+36.1% | $8,287-96.8% | $269-1.3% |