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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,445 |
ADP BROKER-DEALER2 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.
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 | $16,201 | $62,132-73.9% | $185,835-91.3% | $73,493-78.0% |
| Participation rate | 42.4% | 67.8%-25.4pp | 78.0%-35.6pp | 70.7%-28.3pp |
| Annual return | 33.26% | 20.44%+12.8pp | 35.96%-2.7pp | 28.51%+4.7pp |
| Employer contribution / active EE | $1,079 | $1,681-35.8% | $4,087-73.6% | $2,270-52.5% |
| Participant deferral / active EE | $2,265 | $3,711-39.0% | $5,633-59.8% | $3,740-39.4% |
| Admin fee / account holder | $19 | $419-95.5% | $9,502-99.8% | $513-96.3% |