Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $7,728 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
ADP BROKER-DEALER3+ 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.
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 | $25,887 | $31,388-17.5% | $73,550-64.8% | $62,293-58.4% |
| Participation rate | 20.4% | 39.9%-19.4pp | 54.9%-34.5pp | 69.5%-49.1pp |
| Annual return | 13.75% | 25.34%-11.6pp | -15.16%+28.9pp | 28.90%-15.1pp |
| Employer contribution / active EE | $146 | $498-70.8% | $1,219-88.1% | $2,042-92.9% |
| Participant deferral / active EE | $378 | $1,028-63.2% | $1,804-79.0% | $3,169-88.1% |
| Admin fee / account holder | $4 | $299-98.7% | $2,320-99.8% | $479-99.2% |