Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,931 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $15,310 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,846 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,804 | $78,562-58.2% | $105,608-68.9% | $74,429-55.9% |
| Participation rate | 97.2% | 72.8%+24.4pp | 75.3%+21.9pp | 67.2%+30.0pp |
| Annual return | 8.76% | 15.94%-7.2pp | 116.50%-107.7pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $3,087 | $2,521+22.4% | $3,167-2.5% | $2,625+17.6% |
| Participant deferral / active EE | $4,414 | $4,321+2.1% | $5,010-11.9% | $4,348+1.5% |
| Admin fee / account holder | $170 | $2,217-92.3% | $11,028-98.5% | $1,944-91.3% |