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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,991 |
ABC ASSOCIATES1 year Filed as: ABC Service code 64 | Recordkeeping Fees | $2,901 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS WACHOVIA SECUR Service code 49 19800 MACARTHUR BLVD STE 1400 · IRVINE, CA 92612 | Other Services | $0 |
Participant 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).
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 | $3,291 | $55,453-94.1% | $170,435-98.1% | $62,293-94.7% |
| Participation rate | 71.7% | 66.4%+5.3pp | 83.6%-11.9pp | 69.5%+2.1pp |
| Annual return | 12.92% | 21.38%-8.5pp | 205.94%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $658 | $2,303-71.4% | $4,939-86.7% | $3,169-79.2% |
| Admin fee / account holder | $56 | $455-87.6% | $13,881-99.6% | $479-88.3% |