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 | $690 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,892 | $82,674-16.7% | $125,381-45.1% | $68,486+0.6% |
| Participation rate | 73.3% | 75.1%-1.8pp | 82.4%-9.1pp | 67.9%+5.4pp |
| Annual return | -14.69% | -5.97%-8.7pp | 572.31%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,716 | $3,382-19.7% | $4,815-43.6% | $2,597+4.6% |
| Participant deferral / active EE | $6,869 | $6,111+12.4% | $7,448-7.8% | $4,028+70.5% |
| Admin fee / account holder | $7 | $6,277-99.9% | $10,007-99.9% | $5,404-99.9% |