Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,481 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,754 | $102,385-85.6% | $147,080-90.0% | $80,935-81.8% |
| Participation rate | 98.9% | 75.9%+23.1pp | 82.2%+16.7pp | 67.7%+31.3pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,378 | $3,717-62.9% | $4,933-72.1% | $2,757-50.0% |
| Participant deferral / active EE | $2,576 | $6,651-61.3% | $8,066-68.1% | $4,299-40.1% |
| Admin fee / account holder | $54 | $7,951-99.3% | $12,989-99.6% | $6,924-99.2% |