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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,815 |
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 | $41,041 | $66,319-38.1% | $93,621-56.2% | $65,186-37.0% |
| Participation rate | 25.0% | 74.0%-49.0pp | 75.8%-50.8pp | 70.2%-45.2pp |
| Annual return | 22.83% | 42.59%-19.8pp | 32.76%-9.9pp | 29.39%-6.6pp |
| Employer contribution / active EE | $549 | $2,013-72.7% | $2,719-79.8% | $2,177-74.8% |
| Participant deferral / active EE | $993 | $3,343-70.3% | $4,070-75.6% | $3,514-71.7% |
| Admin fee / account holder | $22 | $6,900-99.7% | $7,890-99.7% | $847-97.4% |