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-DEALER2+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $360 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,181 | $69,977+7.4% | $108,582-30.8% | $62,881+19.6% |
| Participation rate | 93.8% | 72.9%+20.9pp | 79.6%+14.2pp | 69.3%+24.5pp |
| Annual return | 8.88% | 10.73%-1.9pp | -51.70%+60.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,598 | $2,135-25.2% | $3,758-57.5% | $2,281-30.0% |
| Participant deferral / active EE | $1,718 | $3,165-45.7% | $4,311-60.1% | $3,203-46.3% |
| Admin fee / account holder | $3 | $5,076-99.9% | $7,645-100.0% | $4,296-99.9% |