Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,556 | $38,969-85.7% | $109,313-94.9% | $55,167-89.9% |
| Participation rate | 12.0% | 58.2%-46.2pp | 71.3%-59.2pp | 69.0%-57.0pp |
| Annual return | 0.00% | 8.26%-8.3pp | 22.07%-22.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $393 | $2,176-81.9% | $3,166-87.6% | $3,054-87.1% |
| Admin fee / account holder | $10 | $501-97.9% | $5,666-99.8% | $504-97.9% |