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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,725 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,090 | $62,686+51.7% | $178,505-46.7% | $77,762+22.3% |
| Participation rate | 74.6% | 66.9%+7.7pp | 77.1%-2.5pp | 70.6%+4.0pp |
| Annual return | 24.59% | 16.16%+8.4pp | 27.16%-2.6pp | 31.27%-6.7pp |
| Employer contribution / active EE | $27 | $1,914-98.6% | $3,955-99.3% | $2,728-99.0% |
| Participant deferral / active EE | $3,660 | $4,224-13.3% | $6,280-41.7% | $4,651-21.3% |
| Admin fee / account holder | $198 | $386-48.8% | $10,428-98.1% | $433-54.4% |