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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $158,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,723 | $44,897-53.8% | $85,009-75.6% | $199,768-89.6% |
| Participation rate | 28.4% | 45.7%-17.3pp | 67.5%-39.1pp | 72.0%-43.6pp |
| Annual return | 12.74% | 20.96%-8.2pp | 66.47%-53.7pp | 34.26%-21.5pp |
| Employer contribution / active EE | $821 | $1,365-39.9% | $2,728-69.9% | $3,037-73.0% |
| Participant deferral / active EE | $2,330 | $2,668-12.7% | $4,522-48.5% | $5,090-54.2% |
| Admin fee / account holder | $105 | $584-82.1% | $6,153-98.3% | $269-61.0% |