Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,558 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 2000 WESTCHESTER AVE · PASADENA, CA 91107 | Other Services | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $493 | $41,150-98.8% | $80,627-99.4% | $71,511-99.3% |
| Participation rate | 87.6% | 50.3%+37.3pp | 67.0%+20.6pp | 67.9%+19.7pp |
| Annual return | 17.13% | 38.48%-21.4pp | 936.76%-919.6pp | 28.86%-11.7pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $310 | $2,701-88.5% | $4,443-93.0% | $4,291-92.8% |
| Admin fee / account holder | $10 | $1,841-99.5% | $5,381-99.8% | $1,588-99.4% |