Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,036 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,720 | $76,112-57.0% | $96,544-66.1% | $71,529-54.3% |
| Participation rate | 33.0% | 74.4%-41.4pp | 76.0%-43.0pp | 67.9%-34.9pp |
| Annual return | 0.00% | 22.80%-22.8pp | 25.88%-25.9pp | 28.97%-29.0pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $641 | $4,217-84.8% | $4,851-86.8% | $4,291-85.1% |
| Admin fee / account holder | $85 | $2,708-96.9% | $8,254-99.0% | $1,588-94.6% |