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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $35,006 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $21,721 |
Filed as: GROSS MENDELSOHN & ASSOCIATES Service code 15 · EIN 52-0982413 | Recordkeeping | $8,000 |
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 | $14,735 | $62,928-76.6% | $172,753-91.5% | $67,582-78.2% |
| Participation rate | 84.4% | 64.5%+20.0pp | 82.6%+1.8pp | 71.3%+13.1pp |
| Annual return | 27.28% | 30.36%-3.1pp | 803.00%-775.7pp | 378.57%-351.3pp |
| Employer contribution / active EE | $1,064 | $1,636-35.0% | $5,144-79.3% | $2,148-50.5% |
| Participant deferral / active EE | $2,799 | $2,145+30.5% | $5,198-46.1% | $3,539-20.9% |
| Admin fee / account holder | $185 | $167+11.3% | $13,956-98.7% | $142+30.3% |