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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,825 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
HORNOR TOWNSEND & KENT INC1+ years Filed as: HORNOR, TOWNSEND & KENT, INC (HTK) Service code 49 307 INTERNATIONAL CIRCLE STE 100 · HUNT VALLEY, MD 21030 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
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 | $12,832 | $54,320-76.4% | $67,652-81.0% | $52,331-75.5% |
| Participation rate | 78.1% | 73.6%+4.5pp | 75.7%+2.4pp | 68.1%+10.0pp |
| Annual return | 133.01% | 6.81%+126.2pp | 6625.40%-6492.4pp | 4.54%+128.5pp |
| Employer contribution / active EE | $205 | $1,544-86.7% | $2,266-90.9% | $1,882-89.1% |
| Participant deferral / active EE | $1,077 | $2,950-63.5% | $3,560-69.7% | $3,022-64.4% |
| Admin fee / account holder | $14 | $527-97.3% | $4,821-99.7% | $592-97.6% |