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 | $4,464 |
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 | $5,754 | $56,060-89.7% | $76,002-92.4% | $80,874-92.9% |
| Participation rate | 86.1% | 62.0%+24.1pp | 69.1%+17.0pp | 67.6%+18.5pp |
| Annual return | 10.96% | 20.54%-9.6pp | 360.07%-349.1pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,226 | $1,873-34.6% | $2,688-54.4% | $2,756-55.5% |
| Participant deferral / active EE | $1,546 | $3,051-49.3% | $4,257-63.7% | $4,297-64.0% |
| Admin fee / account holder | $34 | $5,237-99.4% | $6,414-99.5% | $6,935-99.5% |