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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,202 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $170,303 | $62,928+170.6% | $172,753-1.4% | $67,582+152.0% |
| Participation rate | 99.2% | 64.5%+34.7pp | 82.6%+16.5pp | 71.3%+27.9pp |
| Annual return | 21.06% | 30.36%-9.3pp | 803.00%-781.9pp | 378.57%-357.5pp |
| Employer contribution / active EE | $7,440 | $1,636+354.7% | $5,144+44.6% | $2,148+246.4% |
| Participant deferral / active EE | $5,633 | $2,145+162.6% | $5,198+8.4% | $3,539+59.2% |
| Admin fee / account holder | $14 | $167-91.4% | $13,956-99.9% | $142-90.0% |