Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,245 | $73,459-77.9% | $178,528-90.9% | $74,429-78.2% |
| Participation rate | 65.5% | 66.5%-1.1pp | 77.1%-11.6pp | 67.2%-1.8pp |
| Annual return | 13.73% | 17.50%-3.8pp | 27.11%-13.4pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,006 | $4,515-33.4% | $6,278-52.1% | $4,348-30.9% |
| Admin fee / account holder | $16 | $1,812-99.1% | $10,419-99.8% | $1,944-99.2% |