Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,852 |
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 | $15,021 | $78,483-80.9% | $106,201-85.9% | $74,546-79.9% |
| Participation rate | 58.9% | 72.8%-13.9pp | 75.3%-16.4pp | 67.2%-8.3pp |
| Annual return | 12.68% | 15.94%-3.3pp | 116.26%-103.6pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,346 | $2,522-46.6% | $3,170-57.5% | $2,624-48.7% |
| Participant deferral / active EE | $2,491 | $4,320-42.3% | $5,012-50.3% | $4,347-42.7% |
| Admin fee / account holder | $98 | $2,236-95.6% | $11,039-99.1% | $1,944-94.9% |