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 |
|---|---|---|
FAIRCOURT PARTNERS, LLC3 years Service code 15 · EIN 82-4882966 | Recordkeeping | $52,056 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,458 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,845 | $82,163-79.5% | $125,363-86.6% | $64,814-74.0% |
| Participation rate | 92.2% | 77.9%+14.3pp | 82.4%+9.8pp | 71.5%+20.7pp |
| Annual return | 8.04% | 3.49%+4.6pp | 572.15%-564.1pp | 32.84%-24.8pp |
| Employer contribution / active EE | $471 | $3,616-87.0% | $4,815-90.2% | $2,507-81.2% |
| Participant deferral / active EE | $3,534 | $7,175-50.7% | $7,447-52.5% | $4,310-18.0% |
| Admin fee / account holder | $89 | $163-45.3% | $10,005-99.1% | $188-52.5% |