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 | $51,642+96.3% | $129,384-21.7% | $80,935+25.2% |
| Participation rate | 72.5% | 56.9%+15.6pp | 69.6%+2.9pp | 67.7%+4.8pp |
| Annual return | 15.49% | 20.78%-5.3pp | 9461.77%-9446.3pp | 35.66%-20.2pp |
| Employer contribution / active EE | $4,757 | $1,583+200.5% | $4,153+14.5% | $2,757+72.6% |
| Participant deferral / active EE | $7,263 | $2,670+172.1% | $4,166+74.3% | $4,299+68.9% |
| Admin fee / account holder | $280 | $4,312-93.5% | $7,686-96.4% | $6,924-96.0% |