Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,903 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,508 | $72,482-78.6% | $129,118-88.0% | $64,824-76.1% |
| Participation rate | 84.0% | 79.2%+4.8pp | 77.2%+6.8pp | 71.5%+12.6pp |
| Annual return | -17.56% | -9.08%-8.5pp | -10.94%-6.6pp | 32.84%-50.4pp |
| Employer contribution / active EE | $0 | $4,247-100.0% | $5,051-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,078 | $5,679-28.2% | $6,539-37.6% | $4,311-5.4% |
| Admin fee / account holder | $22 | $144-85.1% | $14,305-99.8% | $188-88.5% |