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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,047 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA, INC. Service code 15 · EIN 11-2551174 | Recordkeeping | $13,451 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $7,867 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,835 | $50,919-17.8% | $155,556-73.1% | $77,762-46.2% |
| Participation rate | 49.1% | 63.1%-14.0pp | 78.2%-29.2pp | 70.6%-21.5pp |
| Annual return | 14.53% | 34.84%-20.3pp | 64.84%-50.3pp | 31.27%-16.7pp |
| Employer contribution / active EE | $75 | $1,991-96.3% | $4,675-98.4% | $2,728-97.3% |
| Participant deferral / active EE | $2,571 | $2,824-9.0% | $5,631-54.3% | $4,651-44.7% |
| Admin fee / account holder | $183 | $437-58.1% | $15,885-98.8% | $433-57.7% |