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 | $2,000 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, INC Service code 49 32 COURT STREET · BROOKLYN, NY 11201 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $40,048 | $48,364-17.2% | $71,796-44.2% | $62,881-36.3% |
| Participation rate | 62.9% | 60.6%+2.3pp | 69.1%-6.2pp | 69.3%-6.4pp |
| Annual return | 4.51% | 13.16%-8.6pp | 78.04%-73.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,417 | $2,091+63.4% | $2,794+22.3% | $3,203+6.7% |
| Admin fee / account holder | $29 | $3,771-99.2% | $4,815-99.4% | $4,296-99.3% |