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 | $12,963 |
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.
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 | $12,596 | $101,672-87.6% | $147,117-91.4% | $74,478-83.1% |
| Participation rate | 51.3% | 75.5%-24.2pp | 82.2%-30.9pp | 67.2%-15.9pp |
| Annual return | 14.36% | 8757.83%-8743.5pp | 420.54%-406.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,949 | $7,305-59.6% | $8,065-63.4% | $4,350-32.2% |
| Admin fee / account holder | $100 | $1,753-94.3% | $12,993-99.2% | $1,946-94.9% |