Filed October 8, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,598 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,905 | $56,640+7.5% | $78,002-21.9% | $55,167+10.4% |
| Participation rate | 83.3% | 73.3%+10.0pp | 75.5%+7.8pp | 69.0%+14.3pp |
| Annual return | 9.77% | 2868.48%-2858.7pp | 425.99%-416.2pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,841 | $1,724+6.8% | $2,470-25.5% | $1,963-6.2% |
| Participant deferral / active EE | $3,090 | $2,778+11.2% | $3,497-11.6% | $3,054+1.2% |
| Admin fee / account holder | $43 | $467-90.8% | $5,481-99.2% | $504-91.4% |