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 20-8764829 | Recordkeeping | $14,320 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,145 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,296 | $102,382-16.7% | $147,005-42.0% | $80,874+5.5% |
| Participation rate | 98.5% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 20.59% | 134.89%-114.3pp | 418.76%-398.2pp | 35.62%-15.0pp |
| Employer contribution / active EE | $3,158 | $3,715-15.0% | $4,934-36.0% | $2,756+14.6% |
| Participant deferral / active EE | $11,340 | $6,646+70.6% | $8,070+40.5% | $4,297+163.9% |
| Admin fee / account holder | $188 | $7,942-97.6% | $13,006-98.6% | $6,935-97.3% |