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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,409 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,836 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,401 | $65,566-62.8% | $86,235-71.7% | $75,177-67.5% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.8pp | 67.2%+28.5pp |
| Annual return | 17.46% | 46.07%-28.6pp | 1170.03%-1152.6pp | 160.75%-143.3pp |
| Employer contribution / active EE | $285 | $1,553-81.7% | $2,381-88.1% | $2,671-89.3% |
| Participant deferral / active EE | $1,714 | $3,023-43.3% | $3,987-57.0% | $4,126-58.5% |
| Admin fee / account holder | $189 | $5,470-96.5% | $6,856-97.2% | $5,651-96.7% |