Filed January 21, 2019
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 | $1,200 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,015 | $80,753-61.6% | $136,298-77.2% | $62,293-50.2% |
| Participation rate | 39.1% | 73.5%-34.5pp | 81.9%-42.8pp | 69.5%-30.4pp |
| Annual return | 23.25% | 35.83%-12.6pp | 5156.27%-5133.0pp | 28.90%-5.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,029 | $5,164+55.5% | $6,247+28.5% | $3,169+153.3% |
| Admin fee / account holder | $10 | $525-98.1% | $9,244-99.9% | $479-97.9% |