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 | $39,284 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $16,170 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,455 | $88,982+50.0% | $102,438+30.3% | $77,671+71.8% |
| Participation rate | 82.2% | 80.9%+1.3pp | 76.5%+5.7pp | 70.6%+11.6pp |
| Annual return | 15.07% | 25.01%-9.9pp | 29.37%-14.3pp | 31.21%-16.1pp |
| Employer contribution / active EE | $1,912 | $2,698-29.1% | $3,024-36.8% | $2,726-29.9% |
| Participant deferral / active EE | $6,546 | $5,144+27.3% | $5,054+29.5% | $4,648+40.8% |
| Admin fee / account holder | $167 | $236-29.3% | $9,448-98.2% | $430-61.3% |