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 | $36,330 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,235 |
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 | $101,359 | $51,606+96.4% | $129,339-21.6% | $80,911+25.3% |
| Participation rate | 72.5% | 57.0%+15.5pp | 69.6%+2.9pp | 67.6%+4.9pp |
| Annual return | 15.49% | 20.76%-5.3pp | 9437.05%-9421.6pp | 35.63%-20.1pp |
| Employer contribution / active EE | $4,757 | $1,582+200.6% | $4,154+14.5% | $2,756+72.6% |
| Participant deferral / active EE | $7,263 | $2,669+172.1% | $4,170+74.2% | $4,297+69.0% |
| Admin fee / account holder | $280 | $4,310-93.5% | $7,668-96.3% | $6,935-96.0% |