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 | $21,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,989 | $54,213-39.1% | $93,696-64.8% | $77,736-57.6% |
| Participation rate | 51.9% | 64.0%-12.1pp | 68.7%-16.9pp | 70.6%-18.7pp |
| Annual return | 42.35% | 30.55%+11.8pp | 133.74%-91.4pp | 31.26%+11.1pp |
| Employer contribution / active EE | $1,513 | $1,168+29.5% | $2,422-37.5% | $2,728-44.5% |
| Participant deferral / active EE | $2,955 | $3,145-6.0% | $4,417-33.1% | $4,651-36.4% |
| Admin fee / account holder | $217 | $575-62.3% | $8,287-97.4% | $433-50.0% |