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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,130 | $49,025-95.7% | $87,502-97.6% | $62,881-96.6% |
| Participation rate | 74.5% | 64.9%+9.6pp | 73.8%+0.7pp | 69.3%+5.2pp |
| Annual return | 7.53% | 10.02%-2.5pp | 12.21%-4.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $764 | $2,289-66.6% | $3,149-75.7% | $3,203-76.2% |
| Admin fee / account holder | $1 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |