Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
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 | $275 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,683 | $58,320-97.1% | $86,451-98.1% | $66,949-97.5% |
| Participation rate | 85.8% | 78.6%+7.2pp | 80.3%+5.5pp | 69.8%+16.0pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4398.51%-4398.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,520 | $6,899-78.0% | $6,953-78.1% | $4,239-64.1% |
| Admin fee / account holder | $2 | $546-99.7% | $6,734-100.0% | $594-99.7% |