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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,937 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $7,235 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,085 | $88,672-55.9% | $105,223-62.9% | $82,448-52.6% |
| Participation rate | 96.3% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.3pp |
| Annual return | 15.64% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $181 | $3,048-94.0% | $3,689-95.1% | $2,551-92.9% |
| Participant deferral / active EE | $4,372 | $4,036+8.3% | $5,072-13.8% | $4,139+5.6% |
| Admin fee / account holder | $309 | $7,146-95.7% | $8,859-96.5% | $7,234-95.7% |