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 | $3,250 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 5252 WESTCHESTER ST · HOUSTON, TX 77005 | 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).
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 | $18,229 | $58,726-69.0% | $92,240-80.2% | $62,293-70.7% |
| Participation rate | 95.5% | 68.3%+27.2pp | 76.5%+19.0pp | 69.5%+26.0pp |
| Annual return | 14.64% | 43.62%-29.0pp | 176.29%-161.7pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,411 | $2,392-41.0% | $3,680-61.7% | $2,042-30.9% |
| Participant deferral / active EE | $2,876 | $2,766+4.0% | $3,897-26.2% | $3,169-9.3% |
| Admin fee / account holder | $10 | $556-98.2% | $5,194-99.8% | $479-97.9% |