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-DEALER1+ years Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $875 |
PAYCHEX, INC.1+ years Filed as: PAYCHEX Service code 15 · EIN 16-1470238 | Recordkeeping | $358 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $63,464 | $41,854+51.6% | $73,836-14.0% | $52,331+21.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -0.70% | 2.11%-2.8pp | 2268.06%-2268.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $10,044 | $1,920+423.1% | $2,787+260.3% | $1,882+433.8% |
| Participant deferral / active EE | $4,836 | $2,498+93.6% | $3,583+35.0% | $3,022+60.0% |
| Admin fee / account holder | $4 | $493-99.2% | $4,882-99.9% | $592-99.4% |