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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,919 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 10000 N. CENTRAL EXPY · DALLAS, TX 75231 | Other Services | $0 |
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 | $20,370 | $54,541-62.7% | $78,778-74.1% | $70,126-71.0% |
| Participation rate | 82.3% | 60.8%+21.5pp | 69.2%+13.1pp | 69.5%+12.7pp |
| Annual return | 144.28% | 21.07%+123.2pp | 35.62%+108.7pp | 73.15%+71.1pp |
| Employer contribution / active EE | $271 | $1,089-75.1% | $1,986-86.3% | $2,343-88.4% |
| Participant deferral / active EE | $2,171 | $2,210-1.8% | $2,958-26.6% | $3,332-34.8% |
| Admin fee / account holder | $116 | $3,709-96.9% | $5,134-97.7% | $4,645-97.5% |