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 | $8,688 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 507 FRANKLIN ST · NATCHEZ, MS 39120 | Other Services | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,191 | $52,279-78.6% | $89,435-87.5% | $79,856-86.0% |
| Participation rate | 59.3% | 57.5%+1.7pp | 68.0%-8.7pp | 69.6%-10.4pp |
| Annual return | 17.83% | 22.16%-4.3pp | 245.55%-227.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,761 | $1,572+12.1% | $2,587-31.9% | $2,471-28.7% |
| Participant deferral / active EE | $1,076 | $2,740-60.8% | $3,890-72.4% | $3,741-71.2% |
| Admin fee / account holder | $73 | $3,356-97.8% | $4,884-98.5% | $5,306-98.6% |