Filed April 10, 2025 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $172,365 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,358 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $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).
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 | $51,521 | $30,979+66.3% | $67,704-23.9% | $59,188-13.0% |
| Participation rate | 41.3% | 40.5%+0.7pp | 67.5%-26.3pp | 69.4%-28.2pp |
| Annual return | 0.00% | -1.74%+1.7pp | 25.41%-25.4pp | 5.51%-5.5pp |
| Employer contribution / active EE | $298 | $807-63.0% | $2,559-88.3% | $2,098-85.8% |
| Participant deferral / active EE | $1,694 | $1,603+5.7% | $3,585-52.7% | $3,265-48.1% |
| Admin fee / account holder | $14 | $81-82.6% | $4,255-99.7% | $92-84.7% |