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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $34,827 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,500 |
ADP BROKER-DEALER4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,725 | $23,119-27.7% | $71,089-76.5% | $75,289-77.8% |
| Participation rate | 14.8% | 36.3%-21.5pp | 54.6%-39.8pp | 72.4%-57.6pp |
| Annual return | -9.15% | -3.32%-5.8pp | 650.65%-659.8pp | -0.04%-9.1pp |
| Employer contribution / active EE | $56 | $399-86.0% | $1,088-94.9% | $2,405-97.7% |
| Participant deferral / active EE | $483 | $960-49.7% | $1,873-74.2% | $3,739-87.1% |
| Admin fee / account holder | $11 | $89-87.7% | $3,082-99.6% | $102-89.3% |