Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,075 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,998 | $30,599-41.2% | $74,577-75.9% | $57,658-68.8% |
| Participation rate | 84.0% | 49.1%+34.9pp | 68.1%+15.9pp | 70.2%+13.8pp |
| Annual return | 119.74% | 14.24%+105.5pp | 20.47%+99.3pp | 5.13%+114.6pp |
| Employer contribution / active EE | $829 | $1,000-17.1% | $2,525-67.2% | $1,974-58.0% |
| Participant deferral / active EE | $1,325 | $1,805-26.6% | $3,458-61.7% | $3,061-56.7% |
| Admin fee / account holder | $10 | $98-89.7% | $4,138-99.8% | $95-89.3% |