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 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,717 |
Service code 15 · EIN 20-3063471 | Recordkeeping | $15,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,228 | $66,302-52.9% | $110,243-71.7% | $56,287-44.5% |
| Participation rate | 67.5% | 74.9%-7.4pp | 79.8%-12.3pp | 69.9%-2.3pp |
| Annual return | -3.64% | -1.18%-2.5pp | 314.76%-318.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,368 | $2,047+64.5% | $3,827-12.0% | $2,111+59.5% |
| Participant deferral / active EE | $7,603 | $3,381+124.9% | $4,672+62.7% | $3,350+127.0% |
| Admin fee / account holder | $322 | $698-53.9% | $8,548-96.2% | $521-38.1% |