Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,663 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,497 | $60,795-76.2% | $69,461-79.1% | $65,185-77.8% |
| Participation rate | 38.6% | 74.9%-36.3pp | 74.6%-36.0pp | 70.2%-31.6pp |
| Annual return | 26.42% | 17.46%+9.0pp | 28.97%-2.6pp | 29.38%-3.0pp |
| Employer contribution / active EE | $661 | $2,452-73.0% | $2,779-76.2% | $2,177-69.6% |
| Participant deferral / active EE | $1,670 | $3,162-47.2% | $3,536-52.8% | $3,514-52.5% |
| Admin fee / account holder | $26 | $314-91.7% | $3,840-99.3% | $847-96.9% |