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 15 · EIN 30-0248595 | Recordkeeping | $9,684 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,110 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,763 | $59,186-75.1% | $76,768-80.8% | $56,287-73.8% |
| Participation rate | 74.0% | 75.2%-1.2pp | 77.0%-2.9pp | 69.9%+4.2pp |
| Annual return | -5.39% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $139 | $1,759-92.1% | $2,485-94.4% | $2,111-93.4% |
| Participant deferral / active EE | $1,113 | $3,255-65.8% | $3,852-71.1% | $3,350-66.8% |
| Admin fee / account holder | $91 | $489-81.5% | $6,675-98.6% | $521-82.6% |