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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $32,610 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,475 |
ADP BROKER-DEALER10+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,587 | $99,314-80.3% | $81,844-76.1% | $99,314-80.3% |
| Participation rate | 9.8% | 71.7%-61.9pp | 72.4%-62.6pp | 71.7%-61.9pp |
| Annual return | 15.62% | 17.67%-2.0pp | 778.87%-763.2pp | 17.67%-2.0pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $2,916-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $480 | $5,346-91.0% | $4,323-88.9% | $5,346-91.0% |
| Admin fee / account holder | $79 | $109-27.3% | $7,355-98.9% | $109-27.3% |