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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,009 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
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 | $9,792 | $64,138-84.7% | $112,258-91.3% | $66,930-85.4% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.1%+16.9pp | 69.8%+22.2pp |
| Annual return | -21.52% | -13.81%-7.7pp | 27.47%-49.0pp | 1.57%-23.1pp |
| Employer contribution / active EE | $1,329 | $3,006-55.8% | $3,636-63.4% | $2,545-47.8% |
| Participant deferral / active EE | $2,383 | $3,694-35.5% | $4,728-49.6% | $4,238-43.8% |
| Admin fee / account holder | $28 | $625-95.5% | $6,411-99.6% | $593-95.3% |