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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $28,927 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,109 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,140 | $70,917+29.9% | $98,916-6.9% | $73,493+25.4% |
| Participation rate | 71.4% | 73.8%-2.4pp | 76.0%-4.6pp | 70.7%+0.7pp |
| Annual return | 12.93% | 34.18%-21.2pp | 196.45%-183.5pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,019 | $2,037-0.9% | $2,689-24.9% | $2,270-11.0% |
| Participant deferral / active EE | $3,743 | $3,501+6.9% | $4,245-11.8% | $3,740+0.1% |
| Admin fee / account holder | $422 | $535-21.0% | $6,642-93.6% | $513-17.7% |