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 Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $832 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $9,831 | $95,762-89.7% | $379,746-97.4% | $79,858-87.7% |
| Participation rate | 83.3% | 74.0%+9.3pp | 78.4%+4.9pp | 69.6%+13.7pp |
| Annual return | 16.58% | 18.26%-1.7pp | 34.90%-18.3pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,386 | $2,695-48.6% | $3,540-60.8% | $2,471-43.9% |
| Participant deferral / active EE | $2,932 | $4,705-37.7% | $6,024-51.3% | $3,740-21.6% |
| Admin fee / account holder | $7 | $6,745-99.9% | $7,927-99.9% | $5,306-99.9% |