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-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.
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).
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 | $3,463 | $48,313-92.8% | $73,309-95.3% | $52,331-93.4% |
| Participation rate | 52.1% | 68.6%-16.4pp | 74.9%-22.8pp | 68.1%-16.0pp |
| Annual return | 0.00% | 3.85%-3.8pp | 5.67%-5.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $644 | $1,661-61.2% | $3,237-80.1% | $1,882-65.8% |
| Participant deferral / active EE | $1,108 | $4,189-73.5% | $4,991-77.8% | $3,022-63.3% |
| Admin fee / account holder | $0 | $404-100.0% | $5,635-100.0% | $592-100.0% |