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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $973 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,701 | $89,370-86.9% | $141,197-91.7% | $72,976-84.0% |
| Participation rate | 79.8% | 75.1%+4.6pp | 82.5%-2.7pp | 69.5%+10.3pp |
| Annual return | 19.86% | 111.88%-92.0pp | 71.41%-51.5pp | 81.02%-61.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,824 | $5,419-47.9% | $6,710-57.9% | $3,608-21.7% |
| Admin fee / account holder | $11 | $5,957-99.8% | $10,265-99.9% | $5,124-99.8% |