Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,177 |
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 | $6,441 | $59,448-89.2% | $93,696-93.1% | $74,459-91.3% |
| Participation rate | 95.0% | 59.6%+35.4pp | 68.7%+26.3pp | 67.2%+27.8pp |
| Annual return | 13.80% | 82.11%-68.3pp | 133.74%-119.9pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $1,563 | $1,266+23.4% | $2,422-35.5% | $2,626-40.5% |
| Participant deferral / active EE | $2,056 | $3,052-32.6% | $4,417-53.4% | $4,350-52.7% |
| Admin fee / account holder | $95 | $3,027-96.9% | $8,287-98.9% | $1,945-95.1% |