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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,998 |
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $5,681 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,679 | $46,173-48.7% | $170,435-86.1% | $69,631-66.0% |
| Participation rate | 17.3% | 63.9%-46.6pp | 83.6%-66.3pp | 70.7%-53.4pp |
| Annual return | 14.85% | 21.62%-6.8pp | 205.94%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $302 | $1,610-81.2% | $5,432-94.4% | $2,032-85.1% |
| Participant deferral / active EE | $565 | $2,080-72.9% | $4,939-88.6% | $3,224-82.5% |
| Admin fee / account holder | $191 | $116+65.1% | $13,881-98.6% | $110+73.4% |