Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,602 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,035 | $69,511-71.2% | $94,664-78.8% | $71,511-72.0% |
| Participation rate | 64.4% | 78.4%-14.0pp | 80.8%-16.4pp | 67.9%-3.5pp |
| Annual return | 59.78% | 29.67%+30.1pp | 156.84%-97.1pp | 28.86%+30.9pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,416 | $7,348-12.7% | $7,417-13.5% | $4,291+49.5% |
| Admin fee / account holder | $46 | $1,211-96.2% | $7,222-99.4% | $1,588-97.1% |