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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $139,964 |
BDO USA, LLP5 years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $43,500 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $202,732 | $106,110+91.1% | $147,005+37.9% | $77,671+161.0% |
| Participation rate | 82.8% | 78.4%+4.4pp | 82.2%+0.6pp | 70.6%+12.2pp |
| Annual return | 18.43% | 56.77%-38.3pp | 418.76%-400.3pp | 31.21%-12.8pp |
| Employer contribution / active EE | $4,052 | $4,065-0.3% | $4,934-17.9% | $2,726+48.6% |
| Participant deferral / active EE | $14,468 | $7,992+81.0% | $8,070+79.3% | $4,648+211.3% |
| Admin fee / account holder | $260 | $338-23.1% | $13,006-98.0% | $430-39.6% |