Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP RETIREMENT TRUST SERVICES Service code 15 · EIN 13-3036745 4 NORTHEASTERN BLVD · SALEM, NH 03079 | Recordkeeping | $16,957 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,599 | $68,878-36.7% | $120,574-63.8% | $80,935-46.1% |
| Participation rate | 82.9% | 61.7%+21.2pp | 71.9%+10.9pp | 67.7%+15.2pp |
| Annual return | 83.41% | 23.67%+59.7pp | 107.42%-24.0pp | 35.66%+47.8pp |
| Employer contribution / active EE | $4,297 | $2,065+108.1% | $3,471+23.8% | $2,757+55.9% |
| Participant deferral / active EE | $11,850 | $3,189+271.6% | $4,996+137.2% | $4,299+175.6% |
| Admin fee / account holder | $127 | $5,782-97.8% | $9,445-98.7% | $6,924-98.2% |