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 | $11,017 |
ADP BROKER-DEALER1 year 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,037 | $58,888-89.7% | $178,499-96.6% | $73,493-91.8% |
| Participation rate | 83.3% | 66.2%+17.0pp | 81.9%+1.3pp | 70.7%+12.6pp |
| Annual return | 24.42% | 24.86%-0.4pp | 151.10%-126.7pp | 28.51%-4.1pp |
| Employer contribution / active EE | $657 | $2,236-70.6% | $5,011-86.9% | $2,270-71.0% |
| Participant deferral / active EE | $1,384 | $2,568-46.1% | $5,202-73.4% | $3,740-63.0% |
| Admin fee / account holder | $115 | $400-71.3% | $13,986-99.2% | $513-77.6% |