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 | $32,914 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,384 |
ADP BROKER-DEALER1 year 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,831 | $101,539-65.7% | $147,041-76.3% | $74,400-53.2% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 33.11% | 8740.84%-8707.7pp | 419.21%-386.1pp | 1367.51%-1334.4pp |
| Employer contribution / active EE | $3,739 | $3,811-1.9% | $4,935-24.2% | $2,624+42.5% |
| Participant deferral / active EE | $8,278 | $7,304+13.3% | $8,071+2.6% | $4,348+90.4% |
| Admin fee / account holder | $176 | $1,749-90.0% | $13,006-98.6% | $1,944-91.0% |