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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,191 |
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.
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 | $9,367 | $33,067-71.7% | $76,523-87.8% | $56,287-83.4% |
| Participation rate | 18.0% | 55.4%-37.4pp | 68.0%-50.0pp | 69.9%-51.8pp |
| Annual return | -4.63% | 2.72%-7.3pp | -0.27%-4.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,525 | $2,240-31.9% | $3,835-60.3% | $3,350-54.5% |
| Admin fee / account holder | $124 | $537-76.9% | $4,848-97.4% | $521-76.1% |