Filed April 17, 2018
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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,918 | $50,919-58.9% | $155,556-86.6% | $77,762-73.1% |
| Participation rate | 40.4% | 63.1%-22.7pp | 78.2%-37.8pp | 70.6%-30.2pp |
| Annual return | 12.60% | 34.84%-22.2pp | 64.84%-52.2pp | 31.27%-18.7pp |
| Employer contribution / active EE | $688 | $1,991-65.5% | $4,675-85.3% | $2,728-74.8% |
| Participant deferral / active EE | $2,051 | $2,824-27.4% | $5,631-63.6% | $4,651-55.9% |
| Admin fee / account holder | $113 | $437-74.1% | $15,885-99.3% | $433-73.9% |