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 | $7,382 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,829 | $104,497-40.8% | $159,487-61.2% | $79,389-22.1% |
| Participation rate | 74.8% | 76.6%-1.8pp | 82.8%-8.0pp | 70.7%+4.1pp |
| Annual return | 25.80% | 67.98%-42.2pp | 263.71%-237.9pp | 116.89%-91.1pp |
| Employer contribution / active EE | $2,646 | $3,418-22.6% | $4,831-45.2% | $2,428+9.0% |
| Participant deferral / active EE | $8,465 | $6,468+30.9% | $7,354+15.1% | $4,046+109.2% |
| Admin fee / account holder | $50 | $711-92.9% | $10,804-99.5% | $626-91.9% |