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 | $3,680 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 12651 HIGH BLUFF DR · SAN DIEGO, CA 92130 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,008 | $155,795-87.2% | $136,298-85.3% | $69,631-71.3% |
| Participation rate | 31.1% | 75.2%-44.1pp | 81.9%-50.8pp | 70.7%-39.5pp |
| Annual return | 26.19% | 232464.33%-232438.1pp | 5156.27%-5130.1pp | 27571.02%-27544.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,232 | $5,394-58.6% | $6,247-64.3% | $3,224-30.7% |
| Admin fee / account holder | $15 | $128-88.6% | $9,244-99.8% | $110-86.7% |