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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,407 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,871 | $50,902-68.8% | $155,534-89.8% | $77,736-79.6% |
| Participation rate | 32.0% | 63.1%-31.1pp | 78.2%-46.2pp | 70.6%-38.6pp |
| Annual return | 11.97% | 34.85%-22.9pp | 64.92%-53.0pp | 31.26%-19.3pp |
| Employer contribution / active EE | $423 | $1,991-78.7% | $4,675-90.9% | $2,728-84.5% |
| Participant deferral / active EE | $649 | $2,824-77.0% | $5,630-88.5% | $4,651-86.0% |
| Admin fee / account holder | $50 | $437-88.5% | $15,900-99.7% | $433-88.4% |