Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,581 | $51,878-44.9% | $68,368-58.2% | $79,634-64.1% |
| Participation rate | 38.2% | 53.7%-15.5pp | 73.8%-35.6pp | 62.5%-24.3pp |
| Annual return | 17.02% | 137.43%-120.4pp | 292.57%-275.5pp | 36.46%-19.4pp |
| Employer contribution / active EE | $154 | $1,931-92.0% | $2,649-94.2% | $2,529-93.9% |
| Participant deferral / active EE | $1,003 | $2,577-61.1% | $4,123-75.7% | $3,835-73.8% |
| Admin fee / account holder | $20 | $942-97.9% | $5,150-99.6% | $1,002-98.1% |