Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $515 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 49 20 PACIFICA · IRVINE, CA 92618 | 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).
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 | $2,513 | $54,121-95.4% | $134,162-98.1% | $73,412-96.6% |
| Participation rate | 10.5% | 64.4%-53.9pp | 72.2%-61.7pp | 72.2%-61.7pp |
| Annual return | 16.01% | -312.52%+328.5pp | 36.35%-20.3pp | 59.30%-43.3pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,705-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $242 | $2,844-91.5% | $3,500-93.1% | $3,806-93.6% |
| Admin fee / account holder | $6 | $132-95.6% | $6,685-99.9% | $158-96.3% |