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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,716 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 39555 ORCHARD HILL PL STE 600 · NOVI, MI 48375 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,995 | $98,766-81.8% | $149,730-88.0% | $79,852-77.5% |
| Participation rate | 62.4% | 75.8%-13.4pp | 82.5%-20.1pp | 69.6%-7.3pp |
| Annual return | 18.27% | 27.43%-9.2pp | 276.70%-258.4pp | 31.72%-13.4pp |
| Employer contribution / active EE | $1,147 | $3,217-64.3% | $4,645-75.3% | $2,471-53.6% |
| Participant deferral / active EE | $1,911 | $5,681-66.4% | $6,843-72.1% | $3,740-48.9% |
| Admin fee / account holder | $36 | $6,052-99.4% | $9,310-99.6% | $5,306-99.3% |