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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,150 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,375 | $41,854+15.6% | $73,836-34.5% | $52,331-7.6% |
| Participation rate | 37.6% | 66.2%-28.7pp | 73.4%-35.9pp | 68.1%-30.5pp |
| Annual return | -0.37% | 2.11%-2.5pp | 2268.06%-2268.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $351 | $1,920-81.7% | $2,787-87.4% | $1,882-81.3% |
| Participant deferral / active EE | $980 | $2,498-60.8% | $3,583-72.6% | $3,022-67.6% |
| Admin fee / account holder | $14 | $493-97.3% | $4,882-99.7% | $592-97.7% |