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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC5 years Service code 15 · EIN 82-3226180 | Recordkeeping | $107,390 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,438 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $99,957 | $106,264-5.9% | $147,117-32.1% | $77,762+28.5% |
| Participation rate | 84.3% | 78.4%+5.9pp | 82.2%+2.1pp | 70.6%+13.7pp |
| Annual return | 16.36% | 56.94%-40.6pp | 420.54%-404.2pp | 31.27%-14.9pp |
| Employer contribution / active EE | $4,551 | $4,074+11.7% | $4,932-7.7% | $2,728+66.8% |
| Participant deferral / active EE | $10,380 | $8,003+29.7% | $8,065+28.7% | $4,651+123.2% |
| Admin fee / account holder | $366 | $334+9.6% | $12,993-97.2% | $433-15.4% |