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 37 · EIN 13-3036745 | Loan Processing | $125 |
ADP BROKER-DEALER1 year 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.
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 | $6,179 | $50,898-87.9% | $171,082-96.4% | $55,167-88.8% |
| Participation rate | 5.0% | 63.3%-58.2pp | 76.7%-71.7pp | 69.0%-64.0pp |
| Annual return | 9.11% | 15.34%-6.2pp | 32.56%-23.5pp | 169.23%-160.1pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $151 | $2,994-95.0% | $4,797-96.9% | $3,054-95.1% |
| Admin fee / account holder | $7 | $500-98.6% | $8,520-99.9% | $504-98.6% |