Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,259 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,933 |
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).
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 | $25,949 | $121,341-78.6% | $189,545-86.3% | $79,389-67.3% |
| Participation rate | 64.8% | 86.1%-21.3pp | 87.8%-23.0pp | 70.7%-5.9pp |
| Annual return | 24.84% | 21.08%+3.8pp | 555.36%-530.5pp | 116.89%-92.1pp |
| Employer contribution / active EE | $1,920 | $3,915-50.9% | $6,162-68.8% | $2,428-20.9% |
| Participant deferral / active EE | $3,311 | $6,395-48.2% | $8,220-59.7% | $4,046-18.2% |
| Admin fee / account holder | $267 | $651-59.1% | $12,049-97.8% | $626-57.4% |