Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,290 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $52,831 | $54,368-2.8% | $117,039-54.9% | $62,293-15.2% |
| Participation rate | 83.5% | 64.9%+18.6pp | 77.2%+6.3pp | 69.5%+14.0pp |
| Annual return | 15.21% | 21.77%-6.6pp | 18.95%-3.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,302 | $1,692+36.0% | $3,785-39.2% | $2,042+12.7% |
| Participant deferral / active EE | $3,389 | $2,269+49.4% | $3,929-13.8% | $3,169+6.9% |
| Admin fee / account holder | $132 | $493-73.3% | $5,974-97.8% | $479-72.5% |