Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,933 | $42,396-71.9% | $67,313-82.3% | $56,287-78.8% |
| Participation rate | 31.9% | 61.0%-29.0pp | 69.1%-37.1pp | 69.9%-37.9pp |
| Annual return | -8.78% | -36.63%+27.9pp | -4.08%-4.7pp | -9.96%+1.2pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,801 | $2,360-23.7% | $3,568-49.5% | $3,350-46.2% |
| Admin fee / account holder | $10 | $510-98.1% | $4,507-99.8% | $521-98.2% |