Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,603 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 1150 RARITAN ROAD · CRANFORD, NJ 07016 | Other Services | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,783 | $36,981-60.0% | $69,701-78.8% | $77,671-81.0% |
| Participation rate | 91.7% | 64.2%+27.5pp | 66.4%+25.2pp | 70.6%+21.1pp |
| Annual return | 14.70% | 29.30%-14.6pp | 100.32%-85.6pp | 31.21%-16.5pp |
| Employer contribution / active EE | $1,913 | $1,267+51.0% | $1,713+11.7% | $2,726-29.8% |
| Participant deferral / active EE | $3,777 | $2,750+37.3% | $2,887+30.8% | $4,648-18.7% |
| Admin fee / account holder | $43 | $511-91.6% | $4,717-99.1% | $430-90.1% |