Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,050 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,026 | $91,372-54.0% | $130,045-67.7% | $74,460-43.6% |
| Participation rate | 69.2% | 77.8%-8.6pp | 78.5%-9.3pp | 70.7%-1.5pp |
| Annual return | 95.24% | 23.21%+72.0pp | -137.30%+232.5pp | 34.38%+60.9pp |
| Employer contribution / active EE | $1,853 | $2,563-27.7% | $4,321-57.1% | $2,638-29.7% |
| Participant deferral / active EE | $3,768 | $4,721-20.2% | $5,820-35.3% | $4,530-16.8% |
| Admin fee / account holder | $185 | $283-34.9% | $10,600-98.3% | $348-46.9% |