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-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $30,653 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $30,653 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,063 | $81,504+54.7% | $102,437+23.1% | $80,959+55.7% |
| Participation rate | 88.2% | 66.9%+21.4pp | 74.5%+13.7pp | 67.7%+20.6pp |
| Annual return | 11.87% | 25.60%-13.7pp | 24.95%-13.1pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,791 | $3,104-10.1% | $3,871-27.9% | $2,757+1.2% |
| Participant deferral / active EE | $7,770 | $3,871+100.7% | $5,060+53.6% | $4,300+80.7% |
| Admin fee / account holder | $323 | $6,719-95.2% | $8,388-96.2% | $6,925-95.3% |