Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP Service code 13 · EIN 13-3036745 | Contract Administrator | $18,785 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $174,547 | $101,778+71.5% | $164,975+5.8% | $80,925+115.7% |
| Participation rate | 94.4% | 71.8%+22.6pp | 78.6%+15.8pp | 67.7%+26.8pp |
| Annual return | 17.19% | 16.73%+0.5pp | 70.12%-52.9pp | 35.65%-18.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,016 | $4,477+79.1% | $6,033+32.9% | $4,299+86.5% |
| Admin fee / account holder | $165 | $8,221-98.0% | $12,688-98.7% | $6,940-97.6% |