Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $290 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 6125 SKY POND DR · LOVELAND, CO 80538 | Other Services | $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 | $25,812 | $161,470-84.0% | $121,220-78.7% | - |
| Participation rate | 36.4% | 52.1%-15.7pp | 71.8%-35.4pp | - |
| Annual return | -8.89% | -4.08%-4.8pp | 16.94%-25.8pp | - |
| Employer contribution / active EE | $823 | $1,032-20.3% | $4,023-79.5% | - |
| Participant deferral / active EE | $1,587 | $1,577+0.6% | $3,345-52.6% | - |
| Admin fee / account holder | $6 | $10,656-99.9% | $5,021-99.9% | - |