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 | $440 |
ADP BROKER-DEALER4 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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,785 | $49,239-63.9% | $70,462-74.8% | $79,858-77.7% |
| Participation rate | 56.0% | 69.2%-13.1pp | 75.1%-19.0pp | 69.6%-13.6pp |
| Annual return | 4.04% | 30.08%-26.0pp | 109.08%-105.0pp | 31.72%-27.7pp |
| Employer contribution / active EE | $739 | $2,100-64.8% | $2,737-73.0% | $2,471-70.1% |
| Participant deferral / active EE | $1,326 | $2,769-52.1% | $3,710-64.3% | $3,740-64.6% |
| Admin fee / account holder | $41 | $2,876-98.6% | $3,845-98.9% | $5,306-99.2% |