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 Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $375 |
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.
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 | $35,129 | $60,165-41.6% | $74,184-52.6% | $55,167-36.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 76.6%-51.6pp | 69.0%-44.0pp |
| Annual return | 12.67% | 10.00%+2.7pp | 17.74%-5.1pp | 169.23%-156.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $806 | $2,973-72.9% | $3,550-77.3% | $3,054-73.6% |
| Admin fee / account holder | $118 | $419-71.7% | $5,586-97.9% | $504-76.5% |