Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $66 |
ADP BROKER-DEALER1+ 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.
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 | $6,312 | $44,425-85.8% | $67,834-90.7% | $55,167-88.6% |
| Participation rate | 20.0% | 59.7%-39.7pp | 68.8%-48.8pp | 69.0%-49.0pp |
| Annual return | 0.00% | 17.80%-17.8pp | 138.47%-138.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $495 | $2,166-77.2% | $3,160-84.3% | $3,054-83.8% |
| Admin fee / account holder | $3 | $530-99.4% | $4,622-99.9% | $504-99.4% |