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 |
|---|---|---|
CHERRY BEKAERT LLP2+ years Filed as: CHERRY BEKAERT, LLP Service code 15 · EIN 56-0574444 | Recordkeeping | $12,455 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,625 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 1747 PENNSYLVANIA AVE NW STE 900 · WASHINGTON, DC 20006 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $6,674 | $43,423-84.6% | $78,676-91.5% | $55,167-87.9% |
| Participation rate | 98.5% | 68.0%+30.5pp | 73.6%+25.0pp | 69.0%+29.5pp |
| Annual return | 5.60% | 11.53%-5.9pp | 62.19%-56.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,966 | $1,997+48.5% | $2,850+4.1% | $1,963+51.1% |
| Participant deferral / active EE | $4,299 | $2,509+71.3% | $3,517+22.2% | $3,054+40.7% |
| Admin fee / account holder | $16 | $416-96.1% | $4,510-99.6% | $504-96.8% |