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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,201 |
ADP BROKER-DEALER2 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 | $6,126 | $71,192-91.4% | $117,861-94.8% | $62,293-90.2% |
| Participation rate | 87.9% | 74.2%+13.6pp | 79.7%+8.2pp | 69.5%+18.3pp |
| Annual return | 16.81% | 18.66%-1.8pp | 335.11%-318.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,188 | $3,189-31.4% | $4,482-51.2% | $3,169-31.0% |
| Admin fee / account holder | $8 | $587-98.7% | $8,021-99.9% | $479-98.4% |