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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,100 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA Service code 49 874 BRIGHTWATER CIRCLE · MAITLAND, FL 32751 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $15,996 | $58,828-72.8% | $78,002-79.5% | $62,881-74.6% |
| Participation rate | 55.7% | 71.1%-15.4pp | 75.5%-19.9pp | 69.3%-13.6pp |
| Annual return | 37.10% | 17.16%+19.9pp | 425.99%-388.9pp | 20.14%+17.0pp |
| Employer contribution / active EE | $398 | $1,672-76.2% | $2,470-83.9% | $2,281-82.6% |
| Participant deferral / active EE | $1,165 | $2,686-56.6% | $3,497-66.7% | $3,203-63.6% |
| Admin fee / account holder | $34 | $4,393-99.2% | $5,481-99.4% | $4,296-99.2% |