Filed October 31, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $87,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,174 | $84,482-47.7% | $125,363-64.8% | $66,930-34.0% |
| Participation rate | 96.2% | 76.4%+19.7pp | 82.4%+13.8pp | 69.8%+26.3pp |
| Annual return | -12.42% | -8.49%-3.9pp | 572.15%-584.6pp | 1.57%-14.0pp |
| Employer contribution / active EE | $3,638 | $3,553+2.4% | $4,815-24.4% | $2,545+43.0% |
| Participant deferral / active EE | $8,117 | $6,782+19.7% | $7,447+9.0% | $4,238+91.5% |
| Admin fee / account holder | $344 | $685-49.8% | $10,005-96.6% | $593-42.1% |