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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $44,472 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $6,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $9,120 | $37,196-75.5% | $154,108-94.1% | $55,725-83.6% |
| Participation rate | 48.9% | 64.1%-15.2pp | 83.0%-34.1pp | 70.9%-21.9pp |
| Annual return | 80.52% | 1319.68%-1239.2pp | 735.21%-654.7pp | 244.93%-164.4pp |
| Employer contribution / active EE | $237 | $1,614-85.3% | $5,298-95.5% | $2,078-88.6% |
| Participant deferral / active EE | $1,248 | $2,068-39.6% | $5,081-75.4% | $3,356-62.8% |
| Admin fee / account holder | $124 | $102+21.6% | $13,411-99.1% | $115+7.3% |