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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,236 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 49 2 PORTLAND SQUARE · PORTLAND, ME 04101 | Other Services | $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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,635 | $47,977-88.3% | $154,111-96.3% | $56,287-90.0% |
| Participation rate | 82.1% | 66.2%+16.0pp | 83.0%-0.9pp | 69.9%+12.3pp |
| Annual return | 5.12% | 3.54%+1.6pp | 735.18%-730.1pp | -9.96%+15.1pp |
| Employer contribution / active EE | $17 | $2,169-99.2% | $5,298-99.7% | $2,111-99.2% |
| Participant deferral / active EE | $1,150 | $2,392-51.9% | $5,081-77.4% | $3,350-65.7% |
| Admin fee / account holder | $45 | $438-89.7% | $13,411-99.7% | $521-91.3% |