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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,337 |
M HOLDINGS SECURITIES INC2 years Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $6,429 |
LRI INVESTMENTS1 year Filed as: LRI INVESTMENTS LLC Service code 15 · EIN 88-4116775 | Recordkeeping | $6,242 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,527 | $81,504-14.7% | $102,437-32.1% | $80,959-14.1% |
| Participation rate | 92.5% | 66.9%+25.6pp | 74.5%+18.0pp | 67.7%+24.8pp |
| Annual return | 10.21% | 25.60%-15.4pp | 24.95%-14.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $3,019 | $3,104-2.7% | $3,871-22.0% | $2,757+9.5% |
| Participant deferral / active EE | $7,383 | $3,871+90.7% | $5,060+45.9% | $4,300+71.7% |
| Admin fee / account holder | $373 | $6,719-94.4% | $8,388-95.6% | $6,925-94.6% |