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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,415 |
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).
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 | $44,861 | $76,696-41.5% | $96,538-53.5% | $71,529-37.3% |
| Participation rate | 62.3% | 66.6%-4.2pp | 74.3%-12.0pp | 67.9%-5.6pp |
| Annual return | 21.94% | 48.32%-26.4pp | 35.74%-13.8pp | 28.97%-7.0pp |
| Employer contribution / active EE | $2,661 | $3,032-12.2% | $3,740-28.9% | $2,590+2.7% |
| Participant deferral / active EE | $5,436 | $3,770+44.2% | $4,880+11.4% | $4,291+26.7% |
| Admin fee / account holder | $169 | $2,030-91.7% | $6,737-97.5% | $1,588-89.4% |