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 |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $8,934 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,683 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $18,362 | $64,909-71.7% | $82,312-77.7% | $62,293-70.5% |
| Participation rate | 97.0% | 74.9%+22.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 14.12% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $218 | $1,676-87.0% | $2,428-91.0% | $2,042-89.3% |
| Participant deferral / active EE | $3,093 | $3,103-0.3% | $3,706-16.5% | $3,169-2.4% |
| Admin fee / account holder | $76 | $440-82.6% | $5,608-98.6% | $479-84.1% |