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 | $1,622 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 9600 LONG POINT ROAD · HOUSTIN, TX 77055 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,819 | $89,652-79.0% | $141,191-86.7% | $65,185-71.1% |
| Participation rate | 47.8% | 74.7%-26.9pp | 82.5%-34.7pp | 70.2%-22.4pp |
| Annual return | 23.86% | 32.79%-8.9pp | 71.41%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $616 | $3,065-79.9% | $4,736-87.0% | $2,177-71.7% |
| Participant deferral / active EE | $2,795 | $5,691-50.9% | $6,710-58.4% | $3,514-20.5% |
| Admin fee / account holder | $15 | $569-97.4% | $10,264-99.9% | $847-98.3% |