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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,093 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $986 | $27,522-96.4% | $71,086-98.6% | $68,904-98.6% |
| Participation rate | 82.3% | 34.5%+47.8pp | 54.7%+27.7pp | 74.1%+8.2pp |
| Annual return | -5.41% | -0.07%-5.3pp | 650.59%-656.0pp | 1.07%-6.5pp |
| Employer contribution / active EE | $19 | $325-94.1% | $1,088-98.2% | $2,540-99.2% |
| Participant deferral / active EE | $518 | $835-38.0% | $1,874-72.4% | $4,015-87.1% |
| Admin fee / account holder | $2 | $67-97.5% | $3,082-99.9% | $71-97.7% |