Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,015 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,049 | $41,151-22.1% | $80,648-60.3% | $71,529-55.2% |
| Participation rate | 44.5% | 50.2%-5.7pp | 67.0%-22.5pp | 67.9%-23.4pp |
| Annual return | 18.08% | 38.49%-20.4pp | 937.21%-919.1pp | 28.97%-10.9pp |
| Employer contribution / active EE | $962 | $1,513-36.4% | $2,724-64.7% | $2,590-62.9% |
| Participant deferral / active EE | $2,285 | $2,700-15.4% | $4,443-48.6% | $4,291-46.8% |
| Admin fee / account holder | $199 | $1,842-89.2% | $5,382-96.3% | $1,588-87.5% |