Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,003 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $16,972 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,183 | $59,467-56.0% | $93,727-72.1% | $74,478-64.8% |
| Participation rate | 89.6% | 59.6%+30.0pp | 68.7%+20.9pp | 67.2%+22.4pp |
| Annual return | 13.08% | 82.14%-69.1pp | 133.83%-120.7pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $2,610 | $1,267+106.0% | $2,421+7.8% | $2,626-0.6% |
| Participant deferral / active EE | $4,734 | $3,052+55.1% | $4,417+7.2% | $4,350+8.8% |
| Admin fee / account holder | $194 | $3,028-93.6% | $8,292-97.7% | $1,946-90.0% |