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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,715 |
ADP BROKER-DEALER3+ 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 | $31,361 | $46,966-33.2% | $185,117-83.1% | $69,631-55.0% |
| Participation rate | 13.8% | 65.3%-51.5pp | 77.3%-63.5pp | 70.7%-56.9pp |
| Annual return | 22.43% | 22.36%+0.1pp | 40.50%-18.1pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $886 | $3,017-70.6% | $5,045-82.4% | $3,224-72.5% |
| Admin fee / account holder | $20 | $94-79.0% | $8,159-99.8% | $110-82.2% |