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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,762 |
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.
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 | $28,637 | $69,708-58.9% | $67,560-57.6% | $74,478-61.5% |
| Participation rate | 36.6% | 71.4%-34.9pp | 72.9%-36.4pp | 67.2%-30.7pp |
| Annual return | 12.59% | -40.67%+53.3pp | 3533.50%-3520.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $528 | $2,715-80.5% | $2,737-80.7% | $2,626-79.9% |
| Participant deferral / active EE | $1,684 | $3,637-53.7% | $4,004-58.0% | $4,350-61.3% |
| Admin fee / account holder | $17 | $887-98.1% | $3,994-99.6% | $1,946-99.1% |