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 | $5,072 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $525 |
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.
Employer 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 | $38,014 | $70,667-46.2% | $123,105-69.1% | $52,331-27.4% |
| Participation rate | 36.4% | 83.7%-47.4pp | 86.8%-50.4pp | 68.1%-31.7pp |
| Annual return | 0.67% | 6.23%-5.6pp | 13.22%-12.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $343 | $2,946-88.4% | $5,151-93.3% | $1,882-81.8% |
| Participant deferral / active EE | $3,241 | $4,493-27.9% | $6,229-48.0% | $3,022+7.3% |
| Admin fee / account holder | $9 | $506-98.3% | $9,014-99.9% | $592-98.5% |