Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,323 |
CAPITAL WEALTH MANAGEMENT3 years Filed as: CAPITAL WEALTH MANAGEMENT, LLC Service code 15 · EIN 36-4885141 | Recordkeeping | $20,360 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,527 | $102,422-73.1% | $147,117-81.3% | $80,959-66.0% |
| Participation rate | 86.5% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 14.00% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,777 | $6,652-28.2% | $8,065-40.8% | $4,300+11.1% |
| Admin fee / account holder | $207 | $7,953-97.4% | $12,993-98.4% | $6,925-97.0% |