Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,382 |
401K GENERATION2 years Filed as: 401K GENERATION INC Service code 15 · EIN 26-4477125 | Recordkeeping | $22,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,489 | $60,504-28.1% | $81,882-46.9% | $74,478-41.6% |
| Participation rate | 95.7% | 62.9%+32.8pp | 72.4%+23.3pp | 67.2%+28.5pp |
| Annual return | 38.28% | 16.91%+21.4pp | 779.47%-741.2pp | 1370.56%-1332.3pp |
| Employer contribution / active EE | $5,370 | $2,627+104.5% | $2,916+84.2% | $2,626+104.5% |
| Participant deferral / active EE | $7,095 | $3,400+108.7% | $4,323+64.1% | $4,350+63.1% |
| Admin fee / account holder | $431 | $1,492-71.1% | $7,360-94.1% | $1,946-77.8% |