Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $498,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,749 | $86,936-75.0% | $102,412-78.8% | $99,314-78.1% |
| Participation rate | 44.3% | 81.7%-37.4pp | 74.5%-30.2pp | 71.7%-27.4pp |
| Annual return | 33.02% | 14.99%+18.0pp | 24.94%+8.1pp | 17.67%+15.4pp |
| Employer contribution / active EE | $1,269 | $3,925-67.7% | $3,870-67.2% | $3,264-61.1% |
| Participant deferral / active EE | $2,814 | $3,825-26.4% | $5,060-44.4% | $5,346-47.4% |
| Admin fee / account holder | $88 | $140-37.6% | $8,388-99.0% | $109-19.7% |