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 52 · EIN 13-5674085 | Indirect Investment Fees | $33,303 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,314 | $75,183-29.1% | $123,894-57.0% | $55,167-3.4% |
| Participation rate | 55.9% | 72.8%-17.0pp | 81.4%-25.6pp | 69.0%-13.1pp |
| Annual return | 12.79% | 19.01%-6.2pp | 47.52%-34.7pp | 169.23%-156.4pp |
| Employer contribution / active EE | $951 | $2,823-66.3% | $4,617-79.4% | $1,963-51.5% |
| Participant deferral / active EE | $6,687 | $5,084+31.5% | $5,984+11.7% | $3,054+119.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |