Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,440 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,138 | $72,303-77.7% | $86,698-81.4% | $64,824-75.1% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.6%+16.7pp | 71.5%+21.9pp |
| Annual return | -19.99% | 392.77%-412.8pp | 35.96%-56.0pp | 32.84%-52.8pp |
| Employer contribution / active EE | $1,766 | $2,393-26.2% | $2,837-37.8% | $2,507-29.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $85 | $174-51.1% | $7,492-98.9% | $188-54.7% |