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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,634 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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.
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 | $11,316 | $30,633-63.1% | $67,704-83.3% | $67,505-83.2% |
| Participation rate | 3.7% | 35.6%-31.9pp | 67.5%-63.8pp | 71.2%-67.5pp |
| Annual return | 1.16% | 9.81%-8.6pp | 25.41%-24.3pp | 6.52%-5.4pp |
| Employer contribution / active EE | $0 | $771-100.0% | $2,559-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $83 | $1,242-93.3% | $3,585-97.7% | $3,597-97.7% |
| Admin fee / account holder | $82 | $71+15.4% | $4,255-98.1% | $56+46.1% |