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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,457 | $73,459-24.5% | $178,528-68.9% | $74,429-25.5% |
| Participation rate | 50.9% | 66.5%-15.7pp | 77.1%-26.2pp | 67.2%-16.4pp |
| Annual return | 15.78% | 17.50%-1.7pp | 27.11%-11.3pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $1,237 | $2,219-44.3% | $3,950-68.7% | $2,625-52.9% |
| Participant deferral / active EE | $2,325 | $4,515-48.5% | $6,278-63.0% | $4,348-46.5% |
| Admin fee / account holder | $94 | $1,812-94.8% | $10,419-99.1% | $1,944-95.1% |