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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,000 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,712 | $79,223-84.0% | $102,460-87.6% | $74,478-82.9% |
| Participation rate | 92.4% | 74.8%+17.6pp | 76.5%+15.9pp | 67.2%+25.2pp |
| Annual return | 9.51% | 54.98%-45.5pp | 29.47%-20.0pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $1,533 | $2,363-35.1% | $3,025-49.3% | $2,626-41.6% |
| Participant deferral / active EE | $2,179 | $4,417-50.7% | $5,056-56.9% | $4,350-49.9% |
| Admin fee / account holder | $36 | $2,003-98.2% | $9,460-99.6% | $1,946-98.1% |