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 52 · EIN 13-5674085 | Indirect Investment Fees | $23,067 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,400 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
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 | $28,817 | $70,667-59.2% | $123,105-76.6% | $52,331-44.9% |
| Participation rate | 72.4% | 83.7%-11.3pp | 86.8%-14.4pp | 68.1%+4.3pp |
| Annual return | -1.59% | 6.23%-7.8pp | 13.22%-14.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $2,059 | $2,946-30.1% | $5,151-60.0% | $1,882+9.4% |
| Participant deferral / active EE | $3,511 | $4,493-21.8% | $6,229-43.6% | $3,022+16.2% |
| Admin fee / account holder | $22 | $506-95.7% | $9,014-99.8% | $592-96.3% |