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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,433 |
ADP BROKER-DEALER2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,692 | $42,582-13.8% | $171,082-78.6% | $57,658-36.4% |
| Participation rate | 38.9% | 63.9%-25.0pp | 76.7%-37.8pp | 70.2%-31.3pp |
| Annual return | 7.28% | 308.67%-301.4pp | 32.56%-25.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $189 | $1,306-85.5% | $4,002-95.3% | $1,974-90.4% |
| Participant deferral / active EE | $1,513 | $2,933-48.4% | $4,797-68.5% | $3,061-50.6% |
| Admin fee / account holder | $15 | $82-81.2% | $8,520-99.8% | $95-83.6% |