Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,877 |
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.
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 | $9,196 | $88,203-89.6% | $165,100-94.4% | $74,478-87.7% |
| Participation rate | 67.7% | 73.1%-5.4pp | 78.6%-10.9pp | 67.2%+0.5pp |
| Annual return | 0.00% | 17.13%-17.1pp | 70.21%-70.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,459 | $2,601-43.9% | $4,348-66.5% | $2,626-44.5% |
| Participant deferral / active EE | $2,189 | $4,505-51.4% | $6,035-63.7% | $4,350-49.7% |
| Admin fee / account holder | $149 | $2,235-93.3% | $12,696-98.8% | $1,946-92.3% |