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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $31,390 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,631 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,586 | $79,223+23.2% | $102,460-4.8% | $74,478+31.0% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.2pp | 67.2%+26.5pp |
| Annual return | 11.73% | 54.98%-43.2pp | 29.47%-17.7pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,711 | $2,363-27.6% | $3,025-43.4% | $2,626-34.8% |
| Participant deferral / active EE | $4,193 | $4,417-5.1% | $5,056-17.1% | $4,350-3.6% |
| Admin fee / account holder | $250 | $2,003-87.5% | $9,460-97.4% | $1,946-87.2% |