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 | $253 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 18834 STONE OAK PKWY · SAN ANTONIO, TX 78258 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,316 | $48,078-88.9% | $78,676-93.2% | $62,881-91.5% |
| Participation rate | 40.6% | 65.2%-24.6pp | 73.6%-32.9pp | 69.3%-28.7pp |
| Annual return | 12.75% | 31.36%-18.6pp | 62.19%-49.4pp | 20.14%-7.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,569 | $2,587-39.3% | $3,517-55.4% | $3,203-51.0% |
| Admin fee / account holder | $12 | $3,206-99.6% | $4,510-99.7% | $4,296-99.7% |