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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $23,456 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,875 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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 | $22,151 | $75,183-70.5% | $123,894-82.1% | $55,167-59.8% |
| Participation rate | 76.7% | 72.8%+3.9pp | 81.4%-4.7pp | 69.0%+7.7pp |
| Annual return | 8.62% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $212 | $2,823-92.5% | $4,617-95.4% | $1,963-89.2% |
| Participant deferral / active EE | $4,393 | $5,084-13.6% | $5,984-26.6% | $3,054+43.8% |
| Admin fee / account holder | $12 | $663-98.2% | $8,357-99.9% | $504-97.6% |