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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,791 |
CETERA ADVISOR NETWORKS LLC3 years Service code 15 · EIN 95-3845382 | Recordkeeping | $22,428 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $54,073 | $100,801-46.4% | $149,730-63.9% | $73,412-26.3% |
| Participation rate | 86.2% | 77.7%+8.5pp | 82.5%+3.7pp | 72.2%+14.0pp |
| Annual return | 17.77% | 265.34%-247.6pp | 276.70%-258.9pp | 59.30%-41.5pp |
| Employer contribution / active EE | $4,062 | $3,312+22.7% | $4,645-12.6% | $2,234+81.9% |
| Participant deferral / active EE | $4,095 | $6,404-36.1% | $6,843-40.2% | $3,806+7.6% |
| Admin fee / account holder | $180 | $181-0.5% | $9,310-98.1% | $158+14.0% |