Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,915 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,223 | $55,437-92.4% | $155,534-97.3% | $74,459-94.3% |
| Participation rate | 83.9% | 61.9%+22.0pp | 78.2%+5.7pp | 67.2%+16.7pp |
| Annual return | 17.98% | 269.58%-251.6pp | 64.92%-46.9pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $1,017 | $2,266-55.1% | $4,675-78.2% | $2,626-61.3% |
| Participant deferral / active EE | $1,792 | $2,837-36.8% | $5,630-68.2% | $4,350-58.8% |
| Admin fee / account holder | $11 | $1,742-99.4% | $15,900-99.9% | $1,945-99.4% |