Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
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 | $29,729 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,935 | $56,095-85.9% | $178,499-95.6% | $90,274-91.2% |
| Participation rate | 31.2% | 65.6%-34.3pp | 81.9%-50.7pp | 73.4%-42.1pp |
| Annual return | 26.44% | 28.81%-2.4pp | 151.10%-124.7pp | 53.97%-27.5pp |
| Employer contribution / active EE | $188 | $1,572-88.0% | $5,011-96.2% | $2,523-92.5% |
| Participant deferral / active EE | $884 | $2,669-66.9% | $5,202-83.0% | $4,231-79.1% |
| Admin fee / account holder | $37 | $101-63.3% | $13,986-99.7% | $114-67.6% |