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 13-5674085 | Recordkeeping | $6,040 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $22,781 | $60,795-62.5% | $69,483-67.2% | $65,186-65.1% |
| Participation rate | 32.5% | 74.9%-42.4pp | 74.6%-42.1pp | 70.2%-37.7pp |
| Annual return | 21.28% | 17.46%+3.8pp | 28.99%-7.7pp | 29.39%-8.1pp |
| Employer contribution / active EE | $298 | $2,452-87.8% | $2,780-89.3% | $2,177-86.3% |
| Participant deferral / active EE | $1,592 | $3,162-49.7% | $3,537-55.0% | $3,514-54.7% |
| Admin fee / account holder | $87 | $314-72.4% | $3,841-97.7% | $847-89.8% |