Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,566 | $58,093-81.8% | $80,022-86.8% | $56,287-81.2% |
| Participation rate | 45.3% | 73.6%-28.3pp | 75.8%-30.5pp | 69.9%-24.5pp |
| Annual return | -12.63% | 34.63%-47.3pp | 11.22%-23.8pp | -9.96%-2.7pp |
| Employer contribution / active EE | $950 | $1,933-50.8% | $2,468-61.5% | $2,111-55.0% |
| Participant deferral / active EE | $1,630 | $3,136-48.0% | $3,686-55.8% | $3,350-51.3% |
| Admin fee / account holder | $5 | $623-99.2% | $6,521-99.9% | $521-99.0% |