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 | $673 |
ADP BROKER-DEALER5 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 | $9,581 | $52,722-81.8% | $90,461-89.4% | $73,412-86.9% |
| Participation rate | 3.8% | 67.7%-63.9pp | 72.7%-68.9pp | 72.2%-68.4pp |
| Annual return | 16.95% | 20.70%-3.8pp | 1294.76%-1277.8pp | 59.30%-42.3pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $125 | $2,810-95.6% | $3,964-96.9% | $3,806-96.7% |
| Admin fee / account holder | $13 | $117-88.5% | $5,617-99.8% | $158-91.5% |