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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,912 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,633 | $50,385-74.9% | $75,501-83.3% | $62,293-79.7% |
| Participation rate | 43.5% | 67.7%-24.2pp | 72.4%-28.9pp | 69.5%-26.0pp |
| Annual return | 27.54% | 19.90%+7.6pp | 27.35%+0.2pp | 28.90%-1.4pp |
| Employer contribution / active EE | $1,134 | $1,537-26.2% | $2,352-51.8% | $2,042-44.5% |
| Participant deferral / active EE | $2,074 | $2,445-15.2% | $3,142-34.0% | $3,169-34.6% |
| Admin fee / account holder | $101 | $384-73.7% | $5,801-98.3% | $479-79.0% |