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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,837 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Filed as: VOYA FINANCIAL ADVISORS (FORMERLY I Service code 49 95 GLASTONBURY BLVD STE 210 · GLASTONBURY, CT 06033 | 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,251 | $72,770-73.5% | $67,652-71.5% | $55,191-65.1% |
| Participation rate | 65.4% | 78.8%-13.4pp | 75.7%-10.2pp | 69.2%-3.7pp |
| Annual return | 7.88% | -3.26%+11.1pp | 6625.40%-6617.5pp | 10.78%-2.9pp |
| Employer contribution / active EE | $390 | $1,769-78.0% | $2,266-82.8% | $1,899-79.5% |
| Participant deferral / active EE | $1,833 | $3,408-46.2% | $3,560-48.5% | $3,046-39.8% |
| Admin fee / account holder | $14 | $79-82.7% | $4,821-99.7% | $91-85.0% |