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 |
|---|---|---|
FUND DIRECT ADVISORS1 year Filed as: FUND DIRECT ADVISORS, INC Service code 15 · EIN 27-3584365 | Recordkeeping | $7,090 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,765 |
ADP BROKER-DEALER3+ 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.
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).
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 | $14,283 | $75,284-81.0% | $91,004-84.3% | $69,631-79.5% |
| Participation rate | 34.7% | 80.4%-45.7pp | 75.6%-40.9pp | 70.7%-36.0pp |
| Annual return | 53.32% | 48.40%+4.9pp | 4.60%+48.7pp | 27571.02%-27517.7pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $901 | $3,700-75.7% | $3,548-74.6% | $3,224-72.1% |
| Admin fee / account holder | $31 | $111-71.5% | $5,417-99.4% | $110-71.5% |