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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,504 |
WILLIAM BLAIR2 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $7,050 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,566 | $37,196-50.1% | $154,111-88.0% | $55,725-66.7% |
| Participation rate | 21.8% | 64.1%-42.3pp | 83.0%-61.3pp | 70.9%-49.1pp |
| Annual return | -6.08% | 1319.68%-1325.8pp | 735.18%-741.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $321 | $1,614-80.1% | $5,298-93.9% | $2,078-84.6% |
| Participant deferral / active EE | $686 | $2,068-66.8% | $5,081-86.5% | $3,356-79.6% |
| Admin fee / account holder | $296 | $102+191.2% | $13,411-97.8% | $115+156.9% |