Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL ASSET MANAGEMENT3 years Filed as: NATIONAL ASSET MANAGEMENT, INC. Service code 15 · EIN 91-1648671 | Recordkeeping | $8,242 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,090 | $83,090-79.4% | $130,062-86.9% | $71,529-76.1% |
| Participation rate | 86.9% | 74.1%+12.8pp | 78.5%+8.4pp | 67.9%+19.0pp |
| Annual return | 12.49% | 20.61%-8.1pp | -137.37%+149.9pp | 28.97%-16.5pp |
| Employer contribution / active EE | $470 | $2,624-82.1% | $4,322-89.1% | $2,590-81.9% |
| Participant deferral / active EE | $3,095 | $4,436-30.2% | $5,821-46.8% | $4,291-27.9% |
| Admin fee / account holder | $38 | $1,727-97.8% | $10,601-99.6% | $1,588-97.6% |