Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $500 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
SLC MANAGEMENT1 year Filed as: AIG SECURITIES Service code 49 1 INTERNATIONAL BLVD SUITE 340 · MAHWAH, NJ 07430 | 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.
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 | $1,979 | $46,423-95.7% | $75,900-97.4% | $67,582-97.1% |
| Participation rate | 19.5% | 63.1%-43.6pp | 69.3%-49.8pp | 71.3%-51.8pp |
| Annual return | 45.98% | 32.29%+13.7pp | 30.73%+15.2pp | 378.57%-332.6pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,501-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $323 | $2,564-87.4% | $3,604-91.0% | $3,539-90.9% |
| Admin fee / account holder | $8 | $132-93.6% | $5,421-99.8% | $142-94.0% |