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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,905 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS Service code 49 3 PARKWAY NORTH · DEERFIELD, IL 60015 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,400 | $63,314-61.5% | $91,004-73.2% | $62,293-60.8% |
| Participation rate | 42.2% | 73.3%-31.1pp | 75.6%-33.4pp | 69.5%-27.3pp |
| Annual return | 19.69% | 21.00%-1.3pp | 4.60%+15.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,147 | $1,807-36.5% | $2,456-53.3% | $2,042-43.8% |
| Participant deferral / active EE | $1,874 | $2,944-36.3% | $3,548-47.2% | $3,169-40.9% |
| Admin fee / account holder | $35 | $468-92.6% | $5,417-99.4% | $479-92.7% |