Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,249 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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).
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 | $26,717 | $86,940-69.3% | $102,434-73.9% | $80,935-67.0% |
| Participation rate | 88.3% | 72.4%+15.9pp | 76.5%+11.8pp | 67.7%+20.7pp |
| Annual return | 11.89% | 18.89%-7.0pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $123 | $2,370-94.8% | $3,023-95.9% | $2,757-95.5% |
| Participant deferral / active EE | $3,403 | $4,121-17.4% | $5,055-32.7% | $4,299-20.8% |
| Admin fee / account holder | $55 | $8,047-99.3% | $9,462-99.4% | $6,924-99.2% |