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 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,850 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: LINCOLN FINANCIAL SECURITIES CORP. Service code 49 4848 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | 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 | $40,241 | $44,425-9.4% | $67,834-40.7% | $55,167-27.1% |
| Participation rate | 58.8% | 59.7%-0.9pp | 68.8%-10.0pp | 69.0%-10.2pp |
| Annual return | 27.11% | 17.80%+9.3pp | 138.47%-111.4pp | 169.23%-142.1pp |
| Employer contribution / active EE | $182 | $1,351-86.5% | $2,403-92.4% | $1,963-90.7% |
| Participant deferral / active EE | $2,936 | $2,166+35.6% | $3,160-7.1% | $3,054-3.9% |
| Admin fee / account holder | $26 | $530-95.0% | $4,622-99.4% | $504-94.8% |