Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $601 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,385 | $49,138-66.7% | $84,020-80.5% | $65,185-74.9% |
| Participation rate | 23.8% | 60.7%-36.9pp | 69.0%-45.2pp | 70.2%-46.4pp |
| Annual return | 28.77% | 23.00%+5.8pp | 71.31%-42.5pp | 29.38%-0.6pp |
| Employer contribution / active EE | $226 | $914-75.3% | $1,984-88.6% | $2,177-89.6% |
| Participant deferral / active EE | $763 | $2,397-68.2% | $3,239-76.4% | $3,514-78.3% |
| Admin fee / account holder | $11 | $543-97.9% | $6,101-99.8% | $847-98.7% |