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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,511 |
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 | $22,227 | $99,957-77.8% | $149,745-85.2% | $73,497-69.8% |
| Participation rate | 70.3% | 75.7%-5.4pp | 82.5%-12.2pp | 70.7%-0.4pp |
| Annual return | 17.71% | 53.87%-36.2pp | 276.72%-259.0pp | 28.51%-10.8pp |
| Employer contribution / active EE | $2,583 | $3,191-19.1% | $4,646-44.4% | $2,270+13.8% |
| Participant deferral / active EE | $4,592 | $6,073-24.4% | $6,843-32.9% | $3,740+22.8% |
| Admin fee / account holder | $21 | $551-96.2% | $9,312-99.8% | $513-95.9% |