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 | $2,210 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 755 E MULBERRY AVE · SAN ANTONIO, TX 78212 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,653 | $63,346-80.0% | $92,240-86.3% | $70,126-82.0% |
| Participation rate | 95.9% | 68.7%+27.2pp | 76.5%+19.4pp | 69.5%+26.4pp |
| Annual return | 15.23% | 530.19%-515.0pp | 176.29%-161.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $216 | $2,471-91.3% | $3,680-94.1% | $2,343-90.8% |
| Participant deferral / active EE | $2,767 | $2,854-3.0% | $3,897-29.0% | $3,332-17.0% |
| Admin fee / account holder | $15 | $3,841-99.6% | $5,194-99.7% | $4,645-99.7% |