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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,481 |
SAGEPOINT FINANCIAL INC3 years Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $17,451 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,709 | $81,870-29.5% | $119,608-51.8% | $68,495-15.7% |
| Participation rate | 94.7% | 71.9%+22.8pp | 79.3%+15.4pp | 67.9%+26.8pp |
| Annual return | -15.06% | -23.82%+8.8pp | -14.98%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $340 | $2,692-87.4% | $4,232-92.0% | $2,596-86.9% |
| Participant deferral / active EE | $5,236 | $4,148+26.2% | $5,601-6.5% | $4,028+30.0% |
| Admin fee / account holder | $321 | $6,583-95.1% | $10,326-96.9% | $5,403-94.1% |