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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $30,064 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,338 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,463 | $78,419-31.8% | $133,978-60.1% | $73,412-27.2% |
| Participation rate | 46.3% | 78.6%-32.3pp | 79.8%-33.6pp | 72.2%-25.9pp |
| Annual return | 16.25% | 33.35%-17.1pp | 45.10%-28.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $658 | $2,044-67.8% | $3,919-83.2% | $2,234-70.5% |
| Participant deferral / active EE | $1,933 | $3,925-50.8% | $5,047-61.7% | $3,806-49.2% |
| Admin fee / account holder | $78 | $161-51.5% | $8,930-99.1% | $158-50.5% |