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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $18,908 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,950 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,333 | $57,108-27.6% | $94,229-56.1% | $52,331-21.0% |
| Participation rate | 21.8% | 72.9%-51.2pp | 78.8%-57.0pp | 68.1%-46.3pp |
| Annual return | -1.08% | 1.47%-2.6pp | 10.68%-11.8pp | 4.54%-5.6pp |
| Employer contribution / active EE | $560 | $1,735-67.7% | $3,587-84.4% | $1,882-70.2% |
| Participant deferral / active EE | $1,083 | $3,040-64.4% | $4,320-74.9% | $3,022-64.2% |
| Admin fee / account holder | $47 | $546-91.4% | $6,269-99.3% | $592-92.1% |