Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,170 |
ADP BROKER-DEALER1+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,057 | $43,411-65.3% | $94,993-84.1% | $69,631-78.4% |
| Participation rate | 13.2% | 64.4%-51.2pp | 73.9%-60.7pp | 70.7%-57.5pp |
| Annual return | 17.13% | 22.54%-5.4pp | 27.14%-10.0pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $269 | $1,202-77.6% | $2,603-89.7% | $2,032-86.7% |
| Participant deferral / active EE | $414 | $2,384-82.6% | $3,317-87.5% | $3,224-87.2% |
| Admin fee / account holder | $13 | $87-85.2% | $4,960-99.7% | $110-88.3% |