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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $944 |
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.
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 | $11,572 | $65,125-82.2% | $143,797-92.0% | $66,949-82.7% |
| Participation rate | 49.3% | 65.2%-15.9pp | 80.3%-31.0pp | 69.8%-20.5pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.04%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $564 | $2,362-76.1% | $4,952-88.6% | $2,545-77.8% |
| Participant deferral / active EE | $682 | $2,920-76.7% | $5,638-87.9% | $4,239-83.9% |
| Admin fee / account holder | $24 | $503-95.2% | $14,679-99.8% | $594-96.0% |