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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
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).
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 | $28,548 | $75,419-62.1% | $392,568-92.7% | $67,579-57.8% |
| Participation rate | 17.8% | 74.8%-57.0pp | 78.1%-60.3pp | 71.3%-53.5pp |
| Annual return | 26.17% | 36.70%-10.5pp | 24.42%+1.7pp | 378.56%-352.4pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $3,783-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $631 | $4,347-85.5% | $5,985-89.5% | $3,539-82.2% |
| Admin fee / account holder | $2 | $114-97.8% | $6,260-100.0% | $142-98.2% |