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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,129 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,005 | $50,902-33.2% | $155,534-78.1% | $77,736-56.3% |
| Participation rate | 51.6% | 63.1%-11.5pp | 78.2%-26.6pp | 70.6%-19.0pp |
| Annual return | 20.69% | 34.85%-14.2pp | 64.92%-44.2pp | 31.26%-10.6pp |
| Employer contribution / active EE | $2,079 | $1,991+4.4% | $4,675-55.5% | $2,728-23.8% |
| Participant deferral / active EE | $4,252 | $2,824+50.6% | $5,630-24.5% | $4,651-8.6% |
| Admin fee / account holder | $123 | $437-71.8% | $15,900-99.2% | $433-71.5% |