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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,957 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,395 | $45,123-43.7% | $85,240-70.2% | $74,478-65.9% |
| Participation rate | 89.3% | 49.4%+40.0pp | 67.5%+21.8pp | 67.2%+22.1pp |
| Annual return | 11.74% | 26.32%-14.6pp | 66.75%-55.0pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,420 | $1,459-2.7% | $2,735-48.1% | $2,626-45.9% |
| Participant deferral / active EE | $3,109 | $2,736+13.6% | $4,527-31.3% | $4,350-28.5% |
| Admin fee / account holder | $100 | $2,215-95.5% | $6,165-98.4% | $1,946-94.8% |