Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,794 |
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.
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 | $10,907 | $73,149-85.1% | $120,574-91.0% | $77,736-86.0% |
| Participation rate | 50.4% | 55.2%-4.7pp | 71.9%-21.5pp | 70.6%-20.1pp |
| Annual return | 26.77% | 18.24%+8.5pp | 107.42%-80.7pp | 31.26%-4.5pp |
| Employer contribution / active EE | $1,354 | $1,793-24.5% | $3,471-61.0% | $2,728-50.4% |
| Participant deferral / active EE | $1,945 | $3,006-35.3% | $4,996-61.1% | $4,651-58.2% |
| Admin fee / account holder | $26 | $660-96.1% | $9,445-99.7% | $433-94.0% |