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-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 205 POWELL PLACE · BRENTWOOD, TN 37027 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,811 | $64,909-91.0% | $82,312-92.9% | $62,293-90.7% |
| Participation rate | 28.5% | 74.9%-46.4pp | 76.9%-48.4pp | 69.5%-41.0pp |
| Annual return | 13.66% | 21.18%-7.5pp | 25.88%-12.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $292 | $3,103-90.6% | $3,706-92.1% | $3,169-90.8% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |