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 | $1,640 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,715 | $89,652-61.3% | $141,191-75.4% | $65,185-46.7% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.5%-18.0pp | 70.2%-5.7pp |
| Annual return | 39.11% | 32.79%+6.3pp | 71.41%-32.3pp | 29.38%+9.7pp |
| Employer contribution / active EE | $3,147 | $3,065+2.7% | $4,736-33.6% | $2,177+44.6% |
| Participant deferral / active EE | $6,078 | $5,691+6.8% | $6,710-9.4% | $3,514+73.0% |
| Admin fee / account holder | $10 | $569-98.3% | $10,264-99.9% | $847-98.8% |