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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,750 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 245 FISCHER AVE A2 · COSTA MESA, CA 92626 | Other Services | $0 |
Employer 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).
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 | $6,636 | $48,064-86.2% | $78,778-91.6% | $69,631-90.5% |
| Participation rate | 81.6% | 61.6%+20.0pp | 69.2%+12.4pp | 70.7%+10.9pp |
| Annual return | 28.63% | 21.81%+6.8pp | 35.62%-7.0pp | 27571.02%-27542.4pp |
| Employer contribution / active EE | $3 | $744-99.5% | $1,986-99.8% | $2,032-99.8% |
| Participant deferral / active EE | $2,800 | $2,079+34.7% | $2,958-5.3% | $3,224-13.1% |
| Admin fee / account holder | $9 | $152-93.9% | $5,134-99.8% | $110-91.6% |