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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $980 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,664 | $52,961-83.6% | $172,752-95.0% | $65,185-86.7% |
| Participation rate | 71.8% | 66.2%+5.6pp | 82.6%-10.8pp | 70.2%+1.6pp |
| Annual return | 22.18% | 30.12%-7.9pp | 802.97%-780.8pp | 29.38%-7.2pp |
| Employer contribution / active EE | $316 | $2,190-85.6% | $5,144-93.9% | $2,177-85.5% |
| Participant deferral / active EE | $423 | $2,471-82.9% | $5,198-91.9% | $3,514-88.0% |
| Admin fee / account holder | $8 | $472-98.4% | $13,955-99.9% | $847-99.1% |