Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,715 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $5,303 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,986 | $73,532-74.2% | $178,540-89.4% | $74,459-74.5% |
| Participation rate | 64.8% | 66.6%-1.8pp | 77.1%-12.3pp | 67.2%-2.4pp |
| Annual return | 11.64% | 17.51%-5.9pp | 27.15%-15.5pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $996 | $2,221-55.2% | $3,953-74.8% | $2,626-62.1% |
| Participant deferral / active EE | $1,897 | $4,519-58.0% | $6,281-69.8% | $4,350-56.4% |
| Admin fee / account holder | $146 | $1,813-92.0% | $10,424-98.6% | $1,945-92.5% |