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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,375 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $15,951 | $79,519-79.9% | $95,964-83.4% | $73,412-78.3% |
| Participation rate | 50.5% | 81.2%-30.7pp | 77.1%-26.6pp | 72.2%-21.7pp |
| Annual return | 27.28% | 19.20%+8.1pp | 91.64%-64.4pp | 59.30%-32.0pp |
| Employer contribution / active EE | $1,472 | $2,048-28.1% | $2,541-42.1% | $2,234-34.1% |
| Participant deferral / active EE | $2,424 | $4,138-41.4% | $4,167-41.8% | $3,806-36.3% |
| Admin fee / account holder | $27 | $184-85.1% | $6,797-99.6% | $158-82.6% |