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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $575 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: BUSH WEALTH MANAGEMENT Service code 49 2918 N OAK STREET · VALDOSTA, GA 31602 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,417 | $65,083-96.3% | $143,788-98.3% | $66,930-96.4% |
| Participation rate | 18.0% | 65.2%-47.2pp | 80.3%-62.3pp | 69.8%-51.8pp |
| Annual return | -17.33% | -11.13%-6.2pp | -0.03%-17.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $274 | $2,920-90.6% | $5,638-95.1% | $4,238-93.5% |
| Admin fee / account holder | $10 | $502-98.1% | $14,675-99.9% | $593-98.4% |