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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $27,914 | $70,002-60.1% | $115,038-75.7% | $52,331-46.7% |
| Participation rate | 23.5% | 72.1%-48.6pp | 81.4%-57.9pp | 68.1%-44.6pp |
| Annual return | 0.81% | 4.04%-3.2pp | 26.14%-25.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $557 | $2,715-79.5% | $4,608-87.9% | $1,882-70.4% |
| Participant deferral / active EE | $946 | $4,920-80.8% | $6,026-84.3% | $3,022-68.7% |
| Admin fee / account holder | $11 | $566-98.0% | $8,175-99.9% | $592-98.1% |