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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $168,320 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,696 | $92,076-55.8% | $105,607-61.5% | $77,736-47.6% |
| Participation rate | 87.8% | 81.0%+6.8pp | 75.3%+12.5pp | 70.6%+17.2pp |
| Annual return | 12.32% | 17.84%-5.5pp | 116.11%-103.8pp | 31.26%-18.9pp |
| Employer contribution / active EE | $1,228 | $3,370-63.6% | $3,167-61.2% | $2,728-55.0% |
| Participant deferral / active EE | $4,026 | $5,390-25.3% | $5,011-19.7% | $4,651-13.4% |
| Admin fee / account holder | $122 | $219-44.5% | $10,958-98.9% | $433-72.0% |