Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,200 |
1ST GLOBAL CAPITAL CORP1+ years Service code 49 100 E HUBBARD ST · MINERAL WELLS, TX 76067 | Other Services | $0 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $1,080 | $41,281-97.4% | $109,313-99.0% | $57,658-98.1% |
| Participation rate | 60.8% | 59.3%+1.5pp | 71.3%-10.4pp | 70.2%-9.4pp |
| Annual return | 9.53% | 8.97%+0.6pp | 22.07%-12.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $487 | $2,223-78.1% | $3,166-84.6% | $3,061-84.1% |
| Admin fee / account holder | $2 | $75-97.1% | $5,666-100.0% | $95-97.7% |