Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $639 | $46,732-98.6% | $156,551-99.6% | $55,167-98.8% |
| Participation rate | 1.4% | 65.8%-64.4pp | 84.0%-82.6pp | 69.0%-67.6pp |
| Annual return | 10.22% | 17.72%-7.5pp | 32.23%-22.0pp | 169.23%-159.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9 | $2,204-99.6% | $4,871-99.8% | $3,054-99.7% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |