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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,075 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,605 | $75,183-69.9% | $123,894-81.8% | $55,167-59.0% |
| Participation rate | 46.6% | 72.8%-26.2pp | 81.4%-34.8pp | 69.0%-22.4pp |
| Annual return | 16.82% | 19.01%-2.2pp | 47.52%-30.7pp | 169.23%-152.4pp |
| Employer contribution / active EE | $1,152 | $2,823-59.2% | $4,617-75.1% | $1,963-41.3% |
| Participant deferral / active EE | $2,552 | $5,084-49.8% | $5,984-57.4% | $3,054-16.5% |
| Admin fee / account holder | $13 | $663-98.0% | $8,357-99.8% | $504-97.3% |