Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,801 |
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 | $8,239 | $37,418-78.0% | $77,100-89.3% | $77,906-89.4% |
| Participation rate | 30.5% | 46.9%-16.4pp | 67.9%-37.4pp | 73.7%-43.2pp |
| Annual return | -8.22% | -7.13%-1.1pp | 42.35%-50.6pp | 12.16%-20.4pp |
| Employer contribution / active EE | $215 | $1,200-82.1% | $2,815-92.4% | $2,846-92.5% |
| Participant deferral / active EE | $1,952 | $2,572-24.1% | $4,430-55.9% | $4,805-59.4% |
| Admin fee / account holder | $154 | $126+22.0% | $5,443-97.2% | $133+16.0% |