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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,551 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 100 GRANDVIEW STE 303 · BRAINTREE, MA 02184 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,424 | $75,183-62.2% | $123,894-77.1% | $55,167-48.5% |
| Participation rate | 46.2% | 72.8%-26.7pp | 81.4%-35.3pp | 69.0%-22.8pp |
| Annual return | 8.98% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.3pp |
| Employer contribution / active EE | $940 | $2,823-66.7% | $4,617-79.6% | $1,963-52.1% |
| Participant deferral / active EE | $3,472 | $5,084-31.7% | $5,984-42.0% | $3,054+13.7% |
| Admin fee / account holder | $22 | $663-96.6% | $8,357-99.7% | $504-95.5% |