Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,412 | $102,422-67.4% | $147,117-77.3% | $80,959-58.7% |
| Participation rate | 55.4% | 75.9%-20.5pp | 82.2%-26.8pp | 67.7%-12.3pp |
| Annual return | 0.81% | 135.16%-134.3pp | 420.54%-419.7pp | 35.67%-34.9pp |
| Employer contribution / active EE | $14 | $3,717-99.6% | $4,932-99.7% | $2,757-99.5% |
| Participant deferral / active EE | $4,876 | $6,652-26.7% | $8,065-39.5% | $4,300+13.4% |
| Admin fee / account holder | $35 | $7,953-99.6% | $12,993-99.7% | $6,925-99.5% |