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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,325 |
ADP BROKER-DEALER5+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,243 | $62,928-56.7% | $172,752-84.2% | $67,579-59.7% |
| Participation rate | 25.1% | 64.5%-39.4pp | 82.6%-57.6pp | 71.3%-46.2pp |
| Annual return | 18.29% | 30.36%-12.1pp | 802.97%-784.7pp | 378.56%-360.3pp |
| Employer contribution / active EE | $256 | $1,636-84.3% | $5,144-95.0% | $2,148-88.1% |
| Participant deferral / active EE | $1,009 | $2,145-53.0% | $5,198-80.6% | $3,539-71.5% |
| Admin fee / account holder | $6 | $167-96.6% | $13,955-100.0% | $142-96.0% |