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 | $862 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,580 | $86,949+54.8% | $102,460+31.3% | $80,959+66.2% |
| Participation rate | 91.2% | 72.4%+18.8pp | 76.5%+14.7pp | 67.7%+23.5pp |
| Annual return | 14.05% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,469 | $2,370+4.2% | $3,025-18.4% | $2,757-10.5% |
| Participant deferral / active EE | $11,331 | $4,121+174.9% | $5,056+124.1% | $4,300+163.5% |
| Admin fee / account holder | $308 | $8,048-96.2% | $9,460-96.7% | $6,925-95.5% |