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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,789 |
Filed as: GREENLIGHT RETIREMENT PLAN CONSULTA Service code 15 2074 PARK STREET · HARTFORD, CT 06106 | Recordkeeping | $12,525 |
ADP BROKER-DEALER9+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,464 | $65,390-50.4% | $169,385-80.8% | $71,495-54.6% |
| Participation rate | 51.5% | 67.0%-15.4pp | 77.2%-25.6pp | 67.9%-16.4pp |
| Annual return | 15.90% | 21.31%-5.4pp | 405.82%-389.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $456 | $2,079-78.0% | $4,012-88.6% | $2,589-82.4% |
| Participant deferral / active EE | $3,013 | $4,367-31.0% | $6,221-51.6% | $4,291-29.8% |
| Admin fee / account holder | $194 | $1,324-85.4% | $9,011-97.9% | $1,588-87.8% |