Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $91,905 | $71,534+28.5% | $98,462-6.7% | $71,529+28.5% |
| Participation rate | 82.9% | 72.7%+10.2pp | 75.2%+7.7pp | 67.9%+14.9pp |
| Annual return | 17.54% | 32.44%-14.9pp | 21.17%-3.6pp | 28.97%-11.4pp |
| Employer contribution / active EE | $2,584 | $2,399+7.7% | $3,049-15.3% | $2,590-0.2% |
| Participant deferral / active EE | $8,864 | $4,109+115.7% | $4,738+87.1% | $4,291+106.6% |
| Admin fee / account holder | $7 | $1,677-99.6% | $8,875-99.9% | $1,588-99.5% |