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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,755 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,552 | $79,045-13.3% | $100,378-31.7% | $74,429-7.9% |
| Participation rate | 88.3% | 79.4%+8.8pp | 81.5%+6.8pp | 67.2%+21.1pp |
| Annual return | 15.28% | 20.61%-5.3pp | 49.41%-34.1pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $4,176 | $3,015+38.5% | $3,942+5.9% | $2,625+59.1% |
| Participant deferral / active EE | $13,454 | $7,751+73.6% | $8,087+66.4% | $4,348+209.4% |
| Admin fee / account holder | $10 | $1,335-99.3% | $7,899-99.9% | $1,944-99.5% |