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 | $6,292 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,936 |
ADP BROKER-DEALER5+ 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,789 | $108,212-86.3% | $77,513-80.9% | $158,966-90.7% |
| Participation rate | 53.8% | 64.4%-10.6pp | 54.2%-0.3pp | 82.0%-28.1pp |
| Annual return | 15.65% | 31.67%-16.0pp | 54.81%-39.2pp | 302.95%-287.3pp |
| Employer contribution / active EE | $1,575 | $1,325+18.9% | $987+59.6% | $4,762-66.9% |
| Participant deferral / active EE | $2,224 | $2,455-9.4% | $1,861+19.5% | $5,983-62.8% |
| Admin fee / account holder | $59 | $3,709-98.4% | $2,859-97.9% | $11,250-99.5% |