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 | $330 |
ADP BROKER-DEALER2 years Service code 59 | Shareholder Servicing | $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).
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 | $15,739 | $79,523-80.2% | $140,019-88.8% | $56,289-72.0% |
| Participation rate | 23.4% | 85.7%-62.3pp | 87.5%-64.1pp | 69.9%-46.4pp |
| Annual return | 25.67% | 2.39%+23.3pp | 651.17%-625.5pp | -9.96%+35.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,197 | $5,129-57.2% | $6,927-68.3% | $3,350-34.4% |
| Admin fee / account holder | $8 | $614-98.6% | $10,705-99.9% | $521-98.4% |