Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $72,083 |
Service code 15 · EIN 85-1872416 | Recordkeeping | $27,856 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,095 | $107,415-86.9% | $135,942-89.6% | $80,149-82.4% |
| Participation rate | 44.8% | 78.0%-33.3pp | 81.9%-37.1pp | 72.9%-28.2pp |
| Annual return | 25.76% | 91.99%-66.2pp | 68.28%-42.5pp | 40.39%-14.6pp |
| Employer contribution / active EE | $1,180 | $3,878-69.6% | $4,858-75.7% | $2,977-60.4% |
| Participant deferral / active EE | $2,183 | $8,189-73.3% | $7,759-71.9% | $5,015-56.5% |
| Admin fee / account holder | $169 | $127+32.7% | $10,764-98.4% | $145+16.3% |