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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,617 |
VALMARK ADVISERS INC2 years Filed as: VALMARK SECURITIES, INC. Service code 15 · EIN 34-1724087 | Recordkeeping | $25,000 |
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 | $50,484 | $82,163-38.6% | $125,363-59.7% | $64,814-22.1% |
| Participation rate | 90.2% | 77.9%+12.3pp | 82.4%+7.8pp | 71.5%+18.7pp |
| Annual return | -16.37% | 3.49%-19.9pp | 572.15%-588.5pp | 32.84%-49.2pp |
| Employer contribution / active EE | $2,457 | $3,616-32.0% | $4,815-49.0% | $2,507-2.0% |
| Participant deferral / active EE | $5,549 | $7,175-22.7% | $7,447-25.5% | $4,310+28.7% |
| Admin fee / account holder | $182 | $163+11.3% | $10,005-98.2% | $188-3.3% |