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 | $26,894 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,420 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,403 | $71,192-53.1% | $117,861-71.7% | $62,293-46.4% |
| Participation rate | 51.0% | 74.2%-23.2pp | 79.7%-28.6pp | 69.5%-18.5pp |
| Annual return | 22.94% | 18.66%+4.3pp | 335.11%-312.2pp | 28.90%-6.0pp |
| Employer contribution / active EE | $1,457 | $1,934-24.7% | $3,786-61.5% | $2,042-28.7% |
| Participant deferral / active EE | $2,798 | $3,189-12.3% | $4,482-37.6% | $3,169-11.7% |
| Admin fee / account holder | $21 | $587-96.4% | $8,021-99.7% | $479-95.5% |