Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,479 |
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 | $11,508 | $40,278-71.4% | $80,607-85.7% | $80,149-85.6% |
| Participation rate | 12.0% | 47.5%-35.6pp | 67.0%-55.0pp | 72.9%-61.0pp |
| Annual return | 23.82% | 50.86%-27.0pp | 936.11%-912.3pp | 40.39%-16.6pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,724-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $581 | $2,696-78.4% | $4,448-86.9% | $5,015-88.4% |
| Admin fee / account holder | $53 | $210-75.0% | $5,379-99.0% | $145-63.7% |