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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL ANALYSTS, INC Service code 15 · EIN 45-4846725 | Recordkeeping | $6,694 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,025 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $40,519 | $50,898-20.4% | $171,082-76.3% | $55,167-26.6% |
| Participation rate | 26.7% | 63.3%-36.6pp | 76.7%-50.0pp | 69.0%-42.3pp |
| Annual return | 14.06% | 15.34%-1.3pp | 32.56%-18.5pp | 169.23%-155.2pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $762 | $2,994-74.6% | $4,797-84.1% | $3,054-75.1% |
| Admin fee / account holder | $184 | $500-63.3% | $8,520-97.8% | $504-63.6% |