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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,144 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $28,848 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,432 | $88,087+3.8% | $164,866-44.5% | $74,546+22.7% |
| Participation rate | 89.0% | 73.1%+15.9pp | 78.6%+10.4pp | 67.2%+21.8pp |
| Annual return | 11.07% | 17.27%-6.2pp | 69.97%-58.9pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $391 | $2,595-84.9% | $4,343-91.0% | $2,624-85.1% |
| Participant deferral / active EE | $7,118 | $4,499+58.2% | $6,033+18.0% | $4,347+63.7% |
| Admin fee / account holder | $349 | $2,232-84.4% | $12,689-97.3% | $1,944-82.0% |