Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,997 |
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.
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 | $1,682 | $48,570-96.5% | $130,660-98.7% | $72,975-97.7% |
| Participation rate | 57.7% | 58.6%-0.9pp | 71.7%-14.1pp | 69.5%-11.8pp |
| Annual return | 26.84% | 38.63%-11.8pp | 1709.29%-1682.5pp | 81.01%-54.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $936 | $2,384-60.7% | $3,603-74.0% | $3,608-74.1% |
| Admin fee / account holder | $39 | $3,549-98.9% | $5,463-99.3% | $5,124-99.2% |