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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,646 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIFE MARK SECURITIES CORP4 years Service code 49 400 WEST METRO PARK · ROCHESTER, NY 14623 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,997 | $122,219-77.1% | $147,096-81.0% | $199,921-86.0% |
| Participation rate | 12.4% | 78.3%-65.9pp | 82.2%-69.8pp | 72.0%-59.6pp |
| Annual return | 17.25% | 30.59%-13.3pp | 419.75%-402.5pp | 34.28%-17.0pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $1,948 | $8,503-77.1% | $8,071-75.9% | $5,089-61.7% |
| Admin fee / account holder | $36 | $179-80.1% | $13,005-99.7% | $269-86.8% |