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 52 · EIN 13-5674085 | Indirect Investment Fees | $14,673 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $875 |
ADP BROKER-DEALER2+ 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).
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 | $20,887 | $50,898-59.0% | $171,082-87.8% | $55,167-62.1% |
| Participation rate | 34.7% | 63.3%-28.6pp | 76.7%-42.0pp | 69.0%-34.3pp |
| Annual return | 10.54% | 15.34%-4.8pp | 32.56%-22.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $201 | $1,433-85.9% | $4,002-95.0% | $1,963-89.7% |
| Participant deferral / active EE | $1,520 | $2,994-49.2% | $4,797-68.3% | $3,054-50.2% |
| Admin fee / account holder | $12 | $500-97.7% | $8,520-99.9% | $504-97.7% |