Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,055 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $9,661 | $47,135-79.5% | $149,717-93.5% | $74,440-87.0% |
| Participation rate | 38.5% | 63.4%-24.9pp | 78.8%-40.3pp | 70.7%-32.3pp |
| Annual return | 40.80% | 22.75%+18.0pp | 134.41%-93.6pp | 34.37%+6.4pp |
| Employer contribution / active EE | $1,017 | $1,906-46.7% | $4,820-78.9% | $2,638-61.5% |
| Participant deferral / active EE | $1,681 | $2,728-38.4% | $5,682-70.4% | $4,529-62.9% |
| Admin fee / account holder | $87 | $343-74.5% | $13,213-99.3% | $348-74.9% |