Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,892 | $30,385-28.0% | $56,054-60.9% | $74,400-70.6% |
| Participation rate | 48.0% | 32.9%+15.1pp | 52.5%-4.5pp | 67.2%-19.2pp |
| Annual return | 17.30% | 24.92%-7.6pp | 1705.95%-1688.6pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,201 | $1,174+257.9% | $1,952+115.2% | $4,348-3.4% |
| Admin fee / account holder | $13 | $2,361-99.5% | $2,822-99.5% | $1,944-99.3% |