See peer percentile detail. $4.99 for your first month.
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See the 10-year trajectory. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,955 |
Filed as: BERNARD ROBINSON & COMP Service code 10 · EIN 56-0571159 | Accounting | $12,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 PO BOX 842875 · BOSTON, MA 022842875 | Recordkeeping | $10,287 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,976 | $51,315-41.6% | $95,745-68.7% | $71,457-58.1% |
| Participation rate | 54.4% | 63.0%-8.6pp | 72.3%-17.8pp | 67.9%-13.5pp |
| Annual return | 12.45% | 25.26%-12.8pp | 28.35%-15.9pp | 28.85%-16.4pp |
| Employer contribution / active EE | $859 | $1,819-52.8% | $2,835-69.7% | $2,588-66.8% |
| Participant deferral / active EE | $1,792 | $3,358-46.6% | $4,245-57.8% | $4,289-58.2% |
| Admin fee / account holder | $400 | $1,137-64.8% | $5,678-93.0% | $1,587-74.8% |