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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $9,470 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,375 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 45 WILLIAM ST STE 130 · WELLESLEY, MA 02481 | Other Services | $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 | $45,213 | $50,898-11.2% | $171,082-73.6% | $55,167-18.0% |
| Participation rate | 77.3% | 63.3%+14.0pp | 76.7%+0.6pp | 69.0%+8.3pp |
| Annual return | 7.87% | 15.34%-7.5pp | 32.56%-24.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,061 | $1,433-26.0% | $4,002-73.5% | $1,963-46.0% |
| Participant deferral / active EE | $3,059 | $2,994+2.2% | $4,797-36.2% | $3,054+0.1% |
| Admin fee / account holder | $24 | $500-95.2% | $8,520-99.7% | $504-95.2% |