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 | $11,787 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $5,625 | $35,949-84.4% | $88,538-93.6% | $65,185-91.4% |
| Participation rate | 99.2% | 56.4%+42.8pp | 68.7%+30.4pp | 70.2%+29.0pp |
| Annual return | 27.56% | 47.52%-20.0pp | 43.64%-16.1pp | 29.38%-1.8pp |
| Employer contribution / active EE | $655 | $1,047-37.4% | $2,098-68.8% | $2,177-69.9% |
| Participant deferral / active EE | $1,751 | $1,870-6.3% | $2,914-39.9% | $3,514-50.2% |
| Admin fee / account holder | $0 | $496-100.0% | $4,310-100.0% | $847-100.0% |