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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,238 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 years Service code 49 350 HUDSON ST · NEW YORK, NY 10014 | 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.
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).
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 | $8,514 | $37,196-77.1% | $154,114-94.5% | $55,725-84.7% |
| Participation rate | 25.7% | 64.1%-38.4pp | 83.0%-57.3pp | 70.9%-45.1pp |
| Annual return | -9.40% | 1319.68%-1329.1pp | 735.16%-744.6pp | 244.93%-254.3pp |
| Employer contribution / active EE | $336 | $1,614-79.2% | $5,298-93.7% | $2,078-83.8% |
| Participant deferral / active EE | $674 | $2,068-67.4% | $5,081-86.7% | $3,356-79.9% |
| Admin fee / account holder | $39 | $102-62.0% | $13,411-99.7% | $115-66.4% |