Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,345 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,202 | $25,302-83.4% | $74,723-94.4% | $67,582-93.8% |
| Participation rate | 20.4% | 37.8%-17.4pp | 54.5%-34.1pp | 71.3%-50.9pp |
| Annual return | 56.18% | 10291.17%-10235.0pp | 753.18%-697.0pp | 378.57%-322.4pp |
| Employer contribution / active EE | $60 | $446-86.5% | $1,084-94.4% | $2,148-97.2% |
| Participant deferral / active EE | $683 | $954-28.4% | $1,962-65.2% | $3,539-80.7% |
| Admin fee / account holder | $20 | $108-81.6% | $3,335-99.4% | $142-86.1% |