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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,394 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $5,958 | $62,928-90.5% | $172,752-96.6% | $67,579-91.2% |
| Participation rate | 87.7% | 64.5%+23.2pp | 82.6%+5.0pp | 71.3%+16.4pp |
| Annual return | 22.63% | 30.36%-7.7pp | 802.97%-780.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,363 | $2,145-36.4% | $5,198-73.8% | $3,539-61.5% |
| Admin fee / account holder | $6 | $167-96.1% | $13,955-100.0% | $142-95.4% |