Filed December 9, 2014
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-DEALER3 years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $35,899 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,991 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,425 | $73,404-64.0% | $87,104-69.7% | $67,579-60.9% |
| Participation rate | 71.4% | 80.9%-9.5pp | 76.9%-5.5pp | 71.3%+0.1pp |
| Annual return | 0.61% | 48.29%-47.7pp | 28.19%-27.6pp | 378.56%-377.9pp |
| Employer contribution / active EE | $1,153 | $2,014-42.8% | $2,521-54.3% | $2,148-46.3% |
| Participant deferral / active EE | $1,882 | $3,913-51.9% | $4,048-53.5% | $3,539-46.8% |
| Admin fee / account holder | $177 | $142+24.8% | $7,491-97.6% | $142+24.2% |