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-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS (WACHOVIA SECU Service code 49 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $32,081 | $33,745-4.9% | $64,105-50.0% | $55,191-41.9% |
| Participation rate | 16.7% | 59.4%-42.7pp | 68.2%-51.5pp | 69.2%-52.5pp |
| Annual return | -1.73% | 4.95%-6.7pp | 791.24%-793.0pp | 10.78%-12.5pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,001 | $1,929-48.1% | $2,822-64.5% | $3,046-67.2% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |