Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,142 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,603 | $76,107-91.3% | $96,576-93.2% | $71,495-90.8% |
| Participation rate | 88.1% | 74.4%+13.7pp | 76.0%+12.1pp | 67.9%+20.2pp |
| Annual return | 0.00% | 22.81%-22.8pp | 25.87%-25.9pp | 28.85%-28.9pp |
| Employer contribution / active EE | $895 | $2,247-60.2% | $2,965-69.8% | $2,589-65.4% |
| Participant deferral / active EE | $1,671 | $4,218-60.4% | $4,851-65.6% | $4,291-61.1% |
| Admin fee / account holder | $13 | $2,708-99.5% | $8,253-99.8% | $1,588-99.2% |