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 |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 15 · EIN 87-4130828 | Recordkeeping | $14,931 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,928 | $71,526-72.1% | $98,450-79.8% | $71,495-72.1% |
| Participation rate | 66.0% | 72.7%-6.7pp | 75.2%-9.1pp | 67.9%-1.9pp |
| Annual return | 16.85% | 32.42%-15.6pp | 21.16%-4.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,852 | $2,400-22.8% | $3,049-39.3% | $2,589-28.5% |
| Participant deferral / active EE | $3,251 | $4,110-20.9% | $4,739-31.4% | $4,291-24.2% |
| Admin fee / account holder | $126 | $1,675-92.5% | $8,961-98.6% | $1,588-92.0% |