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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,799 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MONEYCONCEPTS2+ years Service code 49 11440 NORTH JOG ROAD · PLAM BEACH GARDENS, FL 33418 | 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.
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 | $15,305 | $36,916-58.5% | $156,551-90.2% | $57,658-73.5% |
| Participation rate | 10.6% | 63.4%-52.8pp | 84.0%-73.4pp | 70.2%-59.6pp |
| Annual return | 8.26% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $277 | $1,926-85.6% | $4,871-94.3% | $3,061-91.0% |
| Admin fee / account holder | $65 | $82-21.0% | $13,028-99.5% | $95-31.1% |