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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,706 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,815 | $86,940-54.2% | $102,434-61.1% | $80,935-50.8% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.8pp | 67.7%-21.9pp |
| Annual return | 10.82% | 18.89%-8.1pp | 29.46%-18.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $380 | $2,370-84.0% | $3,023-87.4% | $2,757-86.2% |
| Participant deferral / active EE | $3,319 | $4,121-19.5% | $5,055-34.3% | $4,299-22.8% |
| Admin fee / account holder | $185 | $8,047-97.7% | $9,462-98.0% | $6,924-97.3% |