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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $84,175 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,882 | $67,512-97.2% | $185,837-99.0% | $93,010-98.0% |
| Participation rate | 61.9% | 67.1%-5.3pp | 81.7%-19.8pp | 73.9%-12.0pp |
| Annual return | 0.00% | 21.04%-21.0pp | 122.08%-122.1pp | 158.70%-158.7pp |
| Employer contribution / active EE | $1,524 | $1,783-14.5% | $5,168-70.5% | $2,705-43.7% |
| Participant deferral / active EE | $71 | $3,035-97.7% | $5,568-98.7% | $4,561-98.4% |
| Admin fee / account holder | $26 | $318-92.0% | $16,241-99.8% | $152-83.1% |