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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,962 | $88,203-47.9% | $165,100-72.2% | $74,478-38.3% |
| Participation rate | 31.3% | 73.1%-41.8pp | 78.6%-47.3pp | 67.2%-35.9pp |
| Annual return | -31.35% | 17.13%-48.5pp | 70.21%-101.6pp | 1370.56%-1401.9pp |
| Employer contribution / active EE | $1,547 | $2,601-40.5% | $4,348-64.4% | $2,626-41.1% |
| Participant deferral / active EE | $2,908 | $4,505-35.4% | $6,035-51.8% | $4,350-33.1% |
| Admin fee / account holder | $363 | $2,235-83.8% | $12,696-97.1% | $1,946-81.3% |