Filed August 31, 2021
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 | $1,725 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 138 NASSAU ST 3RD FL · PRINCETON, NJ 08542 | 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.
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 | $25,286 | $89,739-71.8% | $149,721-83.1% | $62,293-59.4% |
| Participation rate | 69.7% | 85.1%-15.4pp | 87.1%-17.3pp | 69.5%+0.2pp |
| Annual return | 20.15% | 21.01%-0.9pp | 1501.67%-1481.5pp | 28.90%-8.7pp |
| Employer contribution / active EE | $810 | $3,233-74.9% | $5,444-85.1% | $2,042-60.3% |
| Participant deferral / active EE | $3,745 | $4,797-21.9% | $6,568-43.0% | $3,169+18.2% |
| Admin fee / account holder | $12 | $551-97.8% | $11,282-99.9% | $479-97.4% |