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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,675 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,969 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,932 | $179,901-55.6% | $147,096-45.7% | - |
| Participation rate | 90.4% | 77.2%+13.2pp | 82.2%+8.2pp | - |
| Annual return | 16.54% | 11.75%+4.8pp | 419.75%-403.2pp | - |
| Employer contribution / active EE | $7,134 | $3,299+116.3% | $4,936+44.5% | - |
| Participant deferral / active EE | $12,074 | $6,909+74.8% | $8,071+49.6% | - |
| Admin fee / account holder | $249 | $27,572-99.1% | $13,005-98.1% | - |