Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,253 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PARK AVENUE SECURITIES LLC1+ years Service code 49 · EIN 13-5123390 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,878 | $83,023-53.2% | $102,437-62.0% | $77,762-50.0% |
| Participation rate | 61.3% | 71.5%-10.2pp | 74.5%-13.2pp | 70.6%-9.3pp |
| Annual return | 0.00% | 19.12%-19.1pp | 24.95%-24.9pp | 31.27%-31.3pp |
| Employer contribution / active EE | $624 | $3,552-82.4% | $3,871-83.9% | $2,728-77.1% |
| Participant deferral / active EE | $1,653 | $4,110-59.8% | $5,060-67.3% | $4,651-64.5% |
| Admin fee / account holder | $75 | $639-88.3% | $8,388-99.1% | $433-82.7% |