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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $305 |
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 | $15,765 | $45,825-65.6% | $90,657-82.6% | $56,287-72.0% |
| Participation rate | 23.6% | 66.7%-43.1pp | 74.0%-50.4pp | 69.9%-46.2pp |
| Annual return | -7.14% | 38.64%-45.8pp | 1.89%-9.0pp | -9.96%+2.8pp |
| Employer contribution / active EE | $446 | $1,372-67.5% | $2,532-82.4% | $2,111-78.9% |
| Participant deferral / active EE | $1,067 | $2,562-58.4% | $3,424-68.8% | $3,350-68.1% |
| Admin fee / account holder | $6 | $413-98.5% | $4,994-99.9% | $521-98.8% |