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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,512 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: MORGAN STANELY Service code 49 444 SOUTH FLOWER ST 35TH FLOOR · LOS ANGELES, CA 90071 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,322 | $49,471+5.8% | $79,583-34.3% | $66,949-21.8% |
| Participation rate | 61.7% | 61.4%+0.3pp | 69.5%-7.8pp | 69.8%-8.1pp |
| Annual return | -16.86% | 84.30%-101.2pp | 0.16%-17.0pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,914 | $1,266+51.2% | $2,414-20.7% | $2,545-24.8% |
| Participant deferral / active EE | $3,860 | $3,160+22.2% | $3,986-3.1% | $4,239-8.9% |
| Admin fee / account holder | $257 | $595-56.8% | $6,835-96.2% | $594-56.8% |