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 | $23,875 |
Service code 15 · EIN 95-3845382 | Recordkeeping | $14,915 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,706 | $73,102-48.4% | $123,552-69.5% | $56,287-33.0% |
| Participation rate | 88.0% | 74.3%+13.7pp | 82.3%+5.7pp | 69.9%+18.2pp |
| Annual return | -8.44% | 3.01%-11.4pp | 119.20%-127.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $4,039 | $2,977+35.7% | $4,628-12.7% | $2,111+91.3% |
| Participant deferral / active EE | $3,505 | $5,423-35.4% | $6,426-45.5% | $3,350+4.6% |
| Admin fee / account holder | $174 | $554-68.6% | $9,285-98.1% | $521-66.6% |