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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $935 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 61SOUTH PARAMUS ROAD · PARAMUS, NJ 07652 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,048 | $25,723+55.7% | $69,182-42.1% | $55,167-27.4% |
| Participation rate | 56.3% | 39.4%+16.8pp | 55.1%+1.1pp | 69.0%-12.7pp |
| Annual return | 5.57% | 9.56%-4.0pp | -21.93%+27.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $80 | $480-83.3% | $1,206-93.3% | $1,963-95.9% |
| Participant deferral / active EE | $1,210 | $963+25.6% | $1,897-36.2% | $3,054-60.4% |
| Admin fee / account holder | $7 | $365-98.1% | $2,697-99.7% | $504-98.6% |