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 |
|---|---|---|
Service code 15 · EIN 06-1181787 | Recordkeeping | $6,625 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,172 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,075 | $64,729-30.4% | $112,263-59.8% | $68,490-34.2% |
| Participation rate | 68.8% | 67.2%+1.6pp | 75.1%-6.3pp | 67.9%+0.9pp |
| Annual return | -20.48% | -11.40%-9.1pp | 27.49%-48.0pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,617 | $2,746-41.1% | $3,636-55.5% | $2,597-37.7% |
| Participant deferral / active EE | $3,709 | $3,566+4.0% | $4,729-21.6% | $4,028-7.9% |
| Admin fee / account holder | $229 | $5,222-95.6% | $6,410-96.4% | $5,403-95.8% |