Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,564 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,476 | $37,044+47.1% | $71,796-24.1% | $57,658-5.5% |
| Participation rate | 8.3% | 61.1%-52.8pp | 69.1%-60.8pp | 70.2%-61.9pp |
| Annual return | 13.05% | 12.64%+0.4pp | 78.04%-65.0pp | 5.13%+7.9pp |
| Employer contribution / active EE | $201 | $720-72.1% | $1,924-89.6% | $1,974-89.8% |
| Participant deferral / active EE | $396 | $1,974-79.9% | $2,794-85.8% | $3,061-87.1% |
| Admin fee / account holder | $182 | $101+80.5% | $4,815-96.2% | $95+92.7% |