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-DEALER4+ years Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,359 |
ADP BROKER-DEALER2 years Filed as: ADP BROKER DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER4+ years Service code 59 | Shareholder Servicing | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,703 | $42,810-77.3% | $169,452-94.3% | $55,725-82.6% |
| Participation rate | 67.1% | 64.7%+2.4pp | 77.8%-10.7pp | 70.9%-3.7pp |
| Annual return | -5.91% | -3.61%-2.3pp | 1.83%-7.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $387 | $1,402-72.4% | $4,157-90.7% | $2,078-81.4% |
| Participant deferral / active EE | $1,055 | $3,141-66.4% | $5,277-80.0% | $3,356-68.6% |
| Admin fee / account holder | $5 | $106-95.1% | $9,110-99.9% | $115-95.5% |