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 | $27,375 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,119 |
ADP BROKER-DEALER3+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,649 | $80,753-54.6% | $136,298-73.1% | $62,293-41.2% |
| Participation rate | 53.1% | 73.5%-20.5pp | 81.9%-28.8pp | 69.5%-16.4pp |
| Annual return | 21.98% | 35.83%-13.9pp | 5156.27%-5134.3pp | 28.90%-6.9pp |
| Employer contribution / active EE | $1,151 | $2,884-60.1% | $4,696-75.5% | $2,042-43.7% |
| Participant deferral / active EE | $3,705 | $5,164-28.2% | $6,247-40.7% | $3,169+16.9% |
| Admin fee / account holder | $24 | $525-95.4% | $9,244-99.7% | $479-94.9% |