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 | $3,870 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT6+ years Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,157 | $60,139-48.2% | $90,461-65.6% | $79,856-61.0% |
| Participation rate | 66.2% | 65.0%+1.2pp | 72.7%-6.5pp | 69.6%-3.4pp |
| Annual return | 21.73% | 71.96%-50.2pp | 1294.76%-1273.0pp | 31.71%-10.0pp |
| Employer contribution / active EE | $61 | $2,069-97.1% | $3,264-98.1% | $2,471-97.5% |
| Participant deferral / active EE | $4,841 | $2,939+64.7% | $3,964+22.1% | $3,741+29.4% |
| Admin fee / account holder | $45 | $3,978-98.9% | $5,617-99.2% | $5,306-99.2% |