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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,151 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,298 | $58,264-46.3% | $86,617-63.9% | $71,495-56.2% |
| Participation rate | 69.4% | 65.0%+4.4pp | 71.7%-2.3pp | 67.9%+1.5pp |
| Annual return | 49.24% | 21.63%+27.6pp | 591.91%-542.7pp | 28.85%+20.4pp |
| Employer contribution / active EE | $2,084 | $2,574-19.0% | $3,023-31.1% | $2,589-19.5% |
| Participant deferral / active EE | $4,362 | $3,436+26.9% | $4,437-1.7% | $4,291+1.7% |
| Admin fee / account holder | $176 | $1,057-83.3% | $5,613-96.9% | $1,588-88.9% |