Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55 |
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 | $1,511 | $38,365-96.1% | $84,628-98.2% | $65,185-97.7% |
| Participation rate | 75.2% | 55.7%+19.5pp | 68.2%+6.9pp | 70.2%+5.0pp |
| Annual return | 19.96% | 32.00%-12.0pp | 258.80%-238.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $546 | $1,258-56.7% | $2,653-79.4% | $2,177-74.9% |
| Participant deferral / active EE | $773 | $2,278-66.1% | $3,900-80.2% | $3,514-78.0% |
| Admin fee / account holder | $2 | $451-99.6% | $4,914-100.0% | $847-99.8% |