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 13-5674085 | Recordkeeping | $15,965 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $770 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,343 | $45,312-41.9% | $86,233-69.5% | $67,986-61.3% |
| Participation rate | 92.1% | 42.4%+49.7pp | 69.0%+23.1pp | 57.2%+34.9pp |
| Annual return | 14.07% | 24.79%-10.7pp | 61.39%-47.3pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,294 | $1,160+11.6% | $2,504-48.3% | $2,019-35.9% |
| Participant deferral / active EE | $2,722 | $2,185+24.6% | $4,559-40.3% | $3,358-19.0% |
| Admin fee / account holder | $109 | $3,295-96.7% | $8,342-98.7% | $3,203-96.6% |