Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,817 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,058 | $40,522-82.6% | $84,637-91.7% | $67,582-89.6% |
| Participation rate | 23.3% | 51.1%-27.8pp | 68.2%-44.9pp | 71.3%-48.0pp |
| Annual return | 22.50% | 32.72%-10.2pp | 258.82%-236.3pp | 378.57%-356.1pp |
| Employer contribution / active EE | $196 | $1,146-82.9% | $2,653-92.6% | $2,148-90.9% |
| Participant deferral / active EE | $257 | $2,132-88.0% | $3,900-93.4% | $3,539-92.7% |
| Admin fee / account holder | $106 | $145-27.3% | $4,914-97.8% | $142-25.7% |