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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $14,142 | $55,453-74.5% | $170,435-91.7% | $62,293-77.3% |
| Participation rate | 88.6% | 66.4%+22.2pp | 83.6%+5.0pp | 69.5%+19.1pp |
| Annual return | 23.33% | 21.38%+2.0pp | 205.94%-182.6pp | 28.90%-5.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,308 | $2,303+87.1% | $4,939-12.8% | $3,169+35.9% |
| Admin fee / account holder | $18 | $455-96.0% | $13,881-99.9% | $479-96.2% |