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 | $16,180 |
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $8,623 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,976 | $77,638-67.8% | $156,551-84.0% | $62,881-60.3% |
| Participation rate | 69.7% | 71.2%-1.5pp | 84.0%-14.3pp | 69.3%+0.4pp |
| Annual return | 13.00% | 50.33%-37.3pp | 32.23%-19.2pp | 20.14%-7.1pp |
| Employer contribution / active EE | $1,238 | $3,444-64.1% | $5,501-77.5% | $2,281-45.7% |
| Participant deferral / active EE | $1,957 | $3,046-35.7% | $4,871-59.8% | $3,203-38.9% |
| Admin fee / account holder | $255 | $5,561-95.4% | $13,028-98.0% | $4,296-94.1% |