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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,245 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $112,871 | $59,191+90.7% | $76,767+47.0% | $56,289+100.5% |
| Participation rate | 77.6% | 75.2%+2.4pp | 77.0%+0.7pp | 69.9%+7.8pp |
| Annual return | -3.93% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,765 | $1,759+0.3% | $2,485-29.0% | $2,111-16.4% |
| Participant deferral / active EE | $5,893 | $3,255+81.0% | $3,852+53.0% | $3,350+75.9% |
| Admin fee / account holder | $9 | $489-98.2% | $6,675-99.9% | $521-98.3% |