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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,055 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,499 | $42,396-87.0% | $67,313-91.8% | $56,287-90.2% |
| Participation rate | 87.7% | 61.0%+26.7pp | 69.1%+18.6pp | 69.9%+17.8pp |
| Annual return | -9.23% | -36.63%+27.4pp | -4.08%-5.2pp | -9.96%+0.7pp |
| Employer contribution / active EE | $1,247 | $1,414-11.8% | $2,566-51.4% | $2,111-40.9% |
| Participant deferral / active EE | $2,189 | $2,360-7.2% | $3,568-38.7% | $3,350-34.7% |
| Admin fee / account holder | $42 | $510-91.7% | $4,507-99.1% | $521-91.9% |