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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 131 S. RODEO DRIVE · BEVERLY HILLS, CA 90212 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,123 | $45,283-42.3% | $155,789-83.2% | $52,331-50.1% |
| Participation rate | 54.0% | 62.2%-8.2pp | 76.1%-22.1pp | 68.1%-14.1pp |
| Annual return | -0.94% | 1.80%-2.7pp | 71.54%-72.5pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,079 | $1,329-18.8% | $3,839-71.9% | $1,882-42.6% |
| Participant deferral / active EE | $2,063 | $2,854-27.7% | $4,798-57.0% | $3,022-31.7% |
| Admin fee / account holder | $48 | $981-95.2% | $7,477-99.4% | $592-92.0% |