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 |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $33,538 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $7,116 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,196 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,200 | $107,741-32.1% | $96,576-24.2% | $79,634-8.1% |
| Participation rate | 78.4% | 79.1%-0.7pp | 81.4%-3.0pp | 62.5%+15.9pp |
| Annual return | 26.08% | 19.24%+6.8pp | 38.47%-12.4pp | 36.46%-10.4pp |
| Employer contribution / active EE | $3,017 | $2,991+0.9% | $3,553-15.1% | $2,529+19.3% |
| Participant deferral / active EE | $9,733 | $7,899+23.2% | $7,956+22.3% | $3,835+153.8% |
| Admin fee / account holder | $157 | $1,150-86.3% | $11,381-98.6% | $1,002-84.3% |