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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,227 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,638 | $103,024-93.6% | $112,040-94.1% | $79,634-91.7% |
| Participation rate | 88.3% | 80.6%+7.8pp | 76.5%+11.8pp | 62.5%+25.8pp |
| Annual return | 66.87% | 17.60%+49.3pp | 24.52%+42.4pp | 36.46%+30.4pp |
| Employer contribution / active EE | $1,233 | $3,015-59.1% | $2,954-58.3% | $2,529-51.3% |
| Participant deferral / active EE | $2,103 | $5,233-59.8% | $5,098-58.7% | $3,835-45.1% |
| Admin fee / account holder | $18 | $465-96.2% | $12,098-99.9% | $1,002-98.2% |