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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,100 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 49 245 FISCHER AVE A-2 · COSTA MESA, CA 92626 | Other Services | $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 | $22,796 | $32,425-29.7% | $74,577-69.4% | $55,167-58.7% |
| Participation rate | 97.0% | 54.0%+43.0pp | 68.1%+28.9pp | 69.0%+28.0pp |
| Annual return | 8.54% | 10.63%-2.1pp | 20.47%-11.9pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,134 | $1,043+104.5% | $2,525-15.5% | $1,963+8.7% |
| Participant deferral / active EE | $3,207 | $1,995+60.7% | $3,458-7.3% | $3,054+5.0% |
| Admin fee / account holder | $14 | $748-98.2% | $4,138-99.7% | $504-97.3% |