Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $59,744 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,849 | $89,093-56.4% | $102,434-62.1% | $77,736-50.0% |
| Participation rate | 94.9% | 80.9%+13.9pp | 76.5%+18.3pp | 70.6%+24.3pp |
| Annual return | 15.03% | 25.03%-10.0pp | 29.46%-14.4pp | 31.26%-16.2pp |
| Employer contribution / active EE | $5,422 | $2,699+100.9% | $3,023+79.4% | $2,728+98.8% |
| Participant deferral / active EE | $5,153 | $5,147+0.1% | $5,055+1.9% | $4,651+10.8% |
| Admin fee / account holder | $152 | $236-35.5% | $9,462-98.4% | $433-64.9% |