Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $991 |
ADP BROKER-DEALER3 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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,775 | $73,638-32.4% | $108,410-54.1% | $79,393-37.3% |
| Participation rate | 34.8% | 77.4%-42.6pp | 80.1%-45.3pp | 70.7%-35.9pp |
| Annual return | 12.74% | 33.27%-20.5pp | 905.34%-892.6pp | 116.87%-104.1pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,483 | $6,218-44.0% | $6,562-46.9% | $4,046-13.9% |
| Admin fee / account holder | $14 | $638-97.9% | $7,296-99.8% | $627-97.8% |