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 | $775 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 18586 MAIN STREET · HUNTINGTON BEACH, CA 92648 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,058 | $57,103-84.1% | $87,502-89.6% | $57,658-84.3% |
| Participation rate | 23.8% | 64.3%-40.5pp | 73.8%-50.0pp | 70.2%-46.4pp |
| Annual return | 180.21% | 12.71%+167.5pp | 12.21%+168.0pp | 5.13%+175.1pp |
| Employer contribution / active EE | $417 | $1,107-62.3% | $2,550-83.6% | $1,974-78.9% |
| Participant deferral / active EE | $1,370 | $2,250-39.1% | $3,149-56.5% | $3,061-55.2% |
| Admin fee / account holder | $9 | $281-96.7% | $4,221-99.8% | $95-90.1% |