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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,289 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,907 | $79,181-2.9% | $102,423-24.9% | $74,429+3.3% |
| Participation rate | 44.8% | 74.8%-30.0pp | 76.5%-31.7pp | 67.2%-22.4pp |
| Annual return | 9.41% | 54.97%-45.6pp | 29.42%-20.0pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $977 | $2,362-58.6% | $3,023-67.7% | $2,625-62.8% |
| Participant deferral / active EE | $1,841 | $4,416-58.3% | $5,054-63.6% | $4,348-57.7% |
| Admin fee / account holder | $61 | $2,002-96.9% | $9,455-99.4% | $1,944-96.9% |