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 | $6,206 |
ADP BROKER-DEALER1+ 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.
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 | $10,514 | $36,694-71.3% | $40,145,923-100.0% | $55,167-80.9% |
| Participation rate | 22.7% | 57.2%-34.5pp | 68.4%-45.7pp | 69.0%-46.3pp |
| Annual return | 6.91% | 10.16%-3.2pp | 5.24%+1.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $368 | $1,135-67.6% | $1,844-80.0% | $1,963-81.3% |
| Participant deferral / active EE | $1,079 | $1,679-35.7% | $2,591-58.3% | $3,054-64.7% |
| Admin fee / account holder | $0 | $175-100.0% | $2,903-100.0% | $504-100.0% |