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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
ADP BROKER-DEALER1+ 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.
Participant contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,175 | $67,505-87.9% | $100,671-91.9% | $67,505-87.9% |
| Participation rate | 1.0% | 71.2%-70.2pp | 70.7%-69.7pp | 71.2%-70.2pp |
| Annual return | 10.52% | 6.52%+4.0pp | 20.43%-9.9pp | 6.52%+4.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $4,012-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $28 | $3,597-99.2% | $3,144-99.1% | $3,597-99.2% |
| Admin fee / account holder | $3 | $56-94.8% | $4,850-99.9% | $56-94.8% |