Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,133 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,742 | $54,320-71.0% | $67,652-76.7% | $52,331-69.9% |
| Participation rate | 49.6% | 73.6%-24.0pp | 75.7%-26.0pp | 68.1%-18.5pp |
| Annual return | -1.49% | 6.81%-8.3pp | 6625.40%-6626.9pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $300 | $2,950-89.8% | $3,560-91.6% | $3,022-90.1% |
| Admin fee / account holder | $7 | $527-98.8% | $4,821-99.9% | $592-98.9% |