Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,975 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS Service code 49 1501 K ST NW STE 1100 · WASHINGTON, DC 20005 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,838 | $89,367-62.1% | $141,191-76.0% | $72,975-53.6% |
| Participation rate | 71.6% | 75.1%-3.5pp | 82.5%-10.9pp | 69.5%+2.1pp |
| Annual return | 21.62% | 111.87%-90.2pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,110 | $3,115-64.4% | $4,736-76.6% | $2,440-54.5% |
| Participant deferral / active EE | $1,868 | $5,419-65.5% | $6,710-72.2% | $3,608-48.2% |
| Admin fee / account holder | $223 | $5,957-96.3% | $10,264-97.8% | $5,124-95.6% |