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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,064 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $83,505 | $101,591-17.8% | $147,096-43.2% | $74,429+12.2% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 14.96% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $2,634 | $3,813-30.9% | $4,936-46.6% | $2,625+0.3% |
| Participant deferral / active EE | $8,699 | $7,302+19.1% | $8,071+7.8% | $4,348+100.1% |
| Admin fee / account holder | $199 | $1,750-88.6% | $13,005-98.5% | $1,944-89.8% |