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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,500 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $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).
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 | $6,721 | $40,275-83.3% | $57,356-88.3% | $59,633-88.7% |
| Participation rate | 86.2% | 69.1%+17.1pp | 75.1%+11.1pp | 68.7%+17.5pp |
| Annual return | -2.33% | 27.52%-29.9pp | 24.41%-26.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,663 | $1,921-13.5% | $2,689-38.2% | $2,203-24.5% |
| Participant deferral / active EE | $2,325 | $2,400-3.1% | $3,162-26.5% | $3,192-27.2% |
| Admin fee / account holder | $9 | $2,820-99.7% | $3,357-99.7% | $4,297-99.8% |