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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,427 |
ADP BROKER-DEALER4+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,231 | $56,484-80.1% | $169,452-93.4% | $64,173-82.5% |
| Participation rate | 64.0% | 64.5%-0.6pp | 77.8%-13.8pp | 69.6%-5.6pp |
| Annual return | 13.76% | -1.55%+15.3pp | 1.83%+11.9pp | 7.63%+6.1pp |
| Employer contribution / active EE | $26 | $1,832-98.6% | $4,157-99.4% | $2,381-98.9% |
| Participant deferral / active EE | $1,726 | $3,448-49.9% | $5,277-67.3% | $3,470-50.3% |
| Admin fee / account holder | $17 | $4,174-99.6% | $9,110-99.8% | $4,887-99.7% |