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 | $15,262 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1+ years Service code 49 820 EBENEZER CHURCH ROAD · SHARPSBURG, GA 30277 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,493 | $88,324-85.9% | $115,038-89.1% | $55,191-77.4% |
| Participation rate | 64.9% | 72.5%-7.6pp | 81.4%-16.4pp | 69.2%-4.2pp |
| Annual return | 1.04% | 6.30%-5.3pp | 26.14%-25.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,174 | $2,805-22.5% | $4,608-52.8% | $1,899+14.5% |
| Participant deferral / active EE | $719 | $5,042-85.7% | $6,026-88.1% | $3,046-76.4% |
| Admin fee / account holder | $53 | $105-49.9% | $8,175-99.4% | $91-41.8% |