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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,823 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $55,959 | $127,481-56.1% | $149,715-62.6% | $90,274-38.0% |
| Participation rate | 97.8% | 78.2%+19.5pp | 82.5%+15.3pp | 73.4%+24.4pp |
| Annual return | 27.94% | 57.78%-29.8pp | 276.66%-248.7pp | 53.97%-26.0pp |
| Employer contribution / active EE | $4,241 | $3,448+23.0% | $4,645-8.7% | $2,523+68.1% |
| Participant deferral / active EE | $10,680 | $6,975+53.1% | $6,842+56.1% | $4,231+152.4% |
| Admin fee / account holder | $13 | $152-91.2% | $9,310-99.9% | $114-88.3% |