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 | $1,153 |
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 | $61,919 | $98,776-37.3% | $149,745-58.7% | $79,856-22.5% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.5%-3.8pp | 69.6%+9.0pp |
| Annual return | 15.46% | 27.38%-11.9pp | 276.72%-261.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,477 | $3,217+8.1% | $4,646-25.1% | $2,471+40.7% |
| Participant deferral / active EE | $7,140 | $5,681+25.7% | $6,843+4.3% | $3,741+90.9% |
| Admin fee / account holder | $58 | $6,053-99.0% | $9,312-99.4% | $5,306-98.9% |