Filed March 8, 2021
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,112 |
ADP BROKER-DEALER6+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,187 | $52,293-36.5% | $178,499-81.4% | $73,412-54.8% |
| Participation rate | 39.0% | 65.3%-26.3pp | 81.9%-42.9pp | 72.2%-33.1pp |
| Annual return | 14.49% | 34.75%-20.3pp | 151.10%-136.6pp | 59.30%-44.8pp |
| Employer contribution / active EE | $620 | $1,735-64.3% | $5,011-87.6% | $2,234-72.2% |
| Participant deferral / active EE | $2,536 | $2,332+8.8% | $5,202-51.2% | $3,806-33.4% |
| Admin fee / account holder | $20 | $127-84.3% | $13,986-99.9% | $158-87.3% |