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 | $705 |
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.
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).
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 | $21,321 | $48,576-56.1% | $169,452-87.4% | $56,289-62.1% |
| Participation rate | 34.8% | 65.8%-31.0pp | 77.8%-43.0pp | 69.9%-35.0pp |
| Annual return | 0.69% | -2.51%+3.2pp | 1.83%-1.1pp | -9.96%+10.6pp |
| Employer contribution / active EE | $697 | $1,559-55.3% | $4,157-83.2% | $2,111-67.0% |
| Participant deferral / active EE | $1,221 | $3,275-62.7% | $5,277-76.9% | $3,350-63.5% |
| Admin fee / account holder | $8 | $435-98.2% | $9,110-99.9% | $521-98.5% |