Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $815 |
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.
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 | $32,854 | $63,471-48.2% | $68,808-52.3% | $66,938-50.9% |
| Participation rate | 59.2% | 60.0%-0.8pp | 69.0%-9.9pp | 69.8%-10.6pp |
| Annual return | -0.14% | -8.29%+8.1pp | -6.37%+6.2pp | 1.58%-1.7pp |
| Employer contribution / active EE | $1,620 | $1,776-8.8% | $2,656-39.0% | $2,545-36.4% |
| Participant deferral / active EE | $3,953 | $2,946+34.2% | $3,942+0.3% | $4,238-6.7% |
| Admin fee / account holder | $43 | $578-92.5% | $4,936-99.1% | $594-92.7% |