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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,195 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,587 | $69,305-70.3% | $82,312-75.0% | $69,631-70.4% |
| Participation rate | 95.2% | 80.3%+15.0pp | 76.9%+18.3pp | 70.7%+24.5pp |
| Annual return | 17.50% | 21.47%-4.0pp | 25.88%-8.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,166 | $1,887-38.2% | $2,428-52.0% | $2,032-42.6% |
| Participant deferral / active EE | $3,070 | $3,568-14.0% | $3,706-17.2% | $3,224-4.8% |
| Admin fee / account holder | $17 | $97-82.7% | $5,608-99.7% | $110-84.8% |