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-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,529 | $42,548-25.9% | $74,549-57.7% | $56,287-44.0% |
| Participation rate | 27.8% | 60.5%-32.7pp | 69.1%-41.4pp | 69.9%-42.1pp |
| Annual return | -3.24% | 12.40%-15.6pp | 32.53%-35.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $467 | $2,277-79.5% | $3,108-85.0% | $3,350-86.1% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |