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 | $380 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $24,528 | $48,064-49.0% | $78,778-68.9% | $69,631-64.8% |
| Participation rate | 5.2% | 61.6%-56.3pp | 69.2%-64.0pp | 70.7%-65.4pp |
| Annual return | 18.17% | 21.81%-3.6pp | 35.62%-17.4pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $160 | $2,079-92.3% | $2,958-94.6% | $3,224-95.0% |
| Admin fee / account holder | $23 | $152-84.8% | $5,134-99.5% | $110-79.1% |