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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,574 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $78,885 | $59,456+32.7% | $93,669-15.8% | $74,429+6.0% |
| Participation rate | 63.5% | 59.6%+3.8pp | 68.7%-5.2pp | 67.2%-3.7pp |
| Annual return | 15.07% | 82.00%-66.9pp | 133.59%-118.5pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $3,293 | $1,266+160.1% | $2,424+35.9% | $2,625+25.5% |
| Participant deferral / active EE | $6,264 | $3,052+105.3% | $4,416+41.9% | $4,348+44.1% |
| Admin fee / account holder | $152 | $3,026-95.0% | $8,291-98.2% | $1,944-92.2% |