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 | $825 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 5000 BIRCH STREET · NEWPORT BEACH, CA 92660 | 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 | $43,496 | $51,466-15.5% | $78,778-44.8% | $62,293-30.2% |
| Participation rate | 53.9% | 59.8%-5.9pp | 69.2%-15.3pp | 69.5%-15.6pp |
| Annual return | 14.15% | 19.96%-5.8pp | 35.62%-21.5pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,177 | $2,147+1.4% | $2,958-26.4% | $3,169-31.3% |
| Admin fee / account holder | $7 | $489-98.7% | $5,134-99.9% | $479-98.6% |