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 | $3,119 |
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).
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 | $23,110 | $31,741-27.2% | $56,033-58.8% | $199,960-88.4% |
| Participation rate | 6.0% | 32.3%-26.4pp | 52.5%-46.5pp | 72.0%-66.0pp |
| Annual return | 11.24% | 14.72%-3.5pp | 1711.38%-1700.1pp | 34.28%-23.0pp |
| Employer contribution / active EE | $95 | $508-81.3% | $1,041-90.9% | $3,036-96.9% |
| Participant deferral / active EE | $375 | $1,184-68.3% | $1,954-80.8% | $5,087-92.6% |
| Admin fee / account holder | $22 | $426-94.7% | $2,827-99.2% | $269-91.7% |