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 | $475 |
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 | $23,110 | $54,541-57.6% | $78,778-70.7% | $70,126-67.0% |
| Participation rate | 26.1% | 60.8%-34.7pp | 69.2%-43.1pp | 69.5%-43.4pp |
| Annual return | 16.21% | 21.07%-4.9pp | 35.62%-19.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $328 | $2,210-85.2% | $2,958-88.9% | $3,332-90.2% |
| Admin fee / account holder | $14 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |