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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,525 |
ADP BROKER-DEALER2+ 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).
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 | $11,211 | $75,183-85.1% | $123,894-91.0% | $55,167-79.7% |
| Participation rate | 58.7% | 72.8%-14.1pp | 81.4%-22.7pp | 69.0%-10.3pp |
| Annual return | 10.72% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $858 | $2,823-69.6% | $4,617-81.4% | $1,963-56.3% |
| Participant deferral / active EE | $2,808 | $5,084-44.8% | $5,984-53.1% | $3,054-8.1% |
| Admin fee / account holder | $7 | $663-98.9% | $8,357-99.9% | $504-98.6% |