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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $24,486 | $155,795-84.3% | $136,297-82.0% | $69,631-64.8% |
| Participation rate | 59.7% | 75.2%-15.5pp | 81.9%-22.2pp | 70.7%-11.0pp |
| Annual return | 34.56% | 232464.33%-232429.8pp | 5156.16%-5121.6pp | 27571.02%-27536.5pp |
| Employer contribution / active EE | $222 | $2,991-92.6% | $4,696-95.3% | $2,032-89.1% |
| Participant deferral / active EE | $6,744 | $5,394+25.0% | $6,247+8.0% | $3,224+109.2% |
| Admin fee / account holder | $6 | $128-95.5% | $9,244-99.9% | $110-94.8% |