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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,738 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,378 | $52,961-37.0% | $172,755-80.7% | $65,185-48.8% |
| Participation rate | 99.5% | 66.2%+33.3pp | 82.6%+16.8pp | 70.2%+29.3pp |
| Annual return | 21.62% | 30.12%-8.5pp | 802.94%-781.3pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,290 | $2,190-41.1% | $5,144-74.9% | $2,177-40.7% |
| Participant deferral / active EE | $2,584 | $2,471+4.6% | $5,198-50.3% | $3,514-26.5% |
| Admin fee / account holder | $58 | $472-87.6% | $13,955-99.6% | $847-93.1% |