Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $302 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
GENEOS WEALTH MANAGEMENT INC1+ years Filed as: GENEOS WEALTH MANAGEMENT Service code 49 8115 E INDIAN BEND ROAD STE 117 · SCOTTSDALE, AZ 85250 | 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.
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 | $3,653 | $74,089-95.1% | $133,975-97.3% | $55,167-93.4% |
| Participation rate | 26.8% | 84.3%-57.5pp | 87.1%-60.3pp | 69.0%-42.2pp |
| Annual return | 0.00% | 12.11%-12.1pp | 29.29%-29.3pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,035 | $4,678-77.9% | $6,282-83.5% | $3,054-66.1% |
| Admin fee / account holder | $7 | $458-98.5% | $9,324-99.9% | $504-98.7% |