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 |
|---|---|---|
BUCKNO LISICKY & COMPANY2+ years Filed as: BUCKNO LISICKY & Service code 15 · EIN 23-2426656 | Recordkeeping | $19,577 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,739 | $37,044+64.0% | $71,796-15.4% | $57,658+5.3% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.1%-25.1pp | 70.2%-26.2pp |
| Annual return | 7.11% | 12.64%-5.5pp | 78.04%-70.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,103 | $720+53.2% | $1,924-42.7% | $1,974-44.1% |
| Participant deferral / active EE | $2,787 | $1,974+41.2% | $2,794-0.3% | $3,061-9.0% |
| Admin fee / account holder | $111 | $101+9.7% | $4,815-97.7% | $95+17.2% |