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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $138,583 |
CABOT LODGE SECURITIES LLC3 years Service code 15 · EIN 45-3717999 | Recordkeeping | $27,458 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,314 | $61,756-94.6% | $69,890-95.3% | $77,906-95.7% |
| Participation rate | 92.0% | 79.9%+12.1pp | 70.5%+21.5pp | 73.7%+18.3pp |
| Annual return | -16.51% | -11.86%-4.6pp | 190.84%-207.3pp | 12.16%-28.7pp |
| Employer contribution / active EE | $658 | $2,706-75.7% | $2,560-74.3% | $2,846-76.9% |
| Participant deferral / active EE | $1,658 | $3,977-58.3% | $3,848-56.9% | $4,805-65.5% |
| Admin fee / account holder | $114 | $101+12.6% | $6,267-98.2% | $133-14.0% |