Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,132 |
SRPC, INC1 year Filed as: SRPC, INC. Service code 15 · EIN 81-2204426 | Recordkeeping | $6,621 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER - DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $12,753 | $73,638-82.7% | $95,964-86.7% | $73,497-82.6% |
| Participation rate | 95.4% | 76.2%+19.3pp | 77.1%+18.3pp | 70.7%+24.7pp |
| Annual return | 20.26% | 16.78%+3.5pp | 91.64%-71.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,155 | $1,863-38.0% | $2,541-54.6% | $2,270-49.1% |
| Participant deferral / active EE | $4,338 | $3,617+19.9% | $4,167+4.1% | $3,740+16.0% |
| Admin fee / account holder | $81 | $482-83.1% | $6,797-98.8% | $513-84.2% |