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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER3+ 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.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,462 | $58,726-72.0% | $92,240-82.2% | $62,293-73.6% |
| Participation rate | 33.7% | 68.3%-34.7pp | 76.5%-42.8pp | 69.5%-35.9pp |
| Annual return | 17.75% | 43.62%-25.9pp | 176.29%-158.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $194 | $2,392-91.9% | $3,680-94.7% | $2,042-90.5% |
| Participant deferral / active EE | $1,967 | $2,766-28.9% | $3,897-49.5% | $3,169-37.9% |
| Admin fee / account holder | $12 | $556-97.8% | $5,194-99.8% | $479-97.4% |