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 | $13,061 |
Service code 15 · EIN 87-3523115 | Recordkeeping | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,449 | $45,109-30.3% | $85,240-63.1% | $77,762-59.6% |
| Participation rate | 47.9% | 48.7%-0.7pp | 67.5%-19.6pp | 70.6%-22.6pp |
| Annual return | 15.54% | 79.55%-64.0pp | 66.75%-51.2pp | 31.27%-15.7pp |
| Employer contribution / active EE | $1,551 | $1,602-3.2% | $2,735-43.3% | $2,728-43.2% |
| Participant deferral / active EE | $2,966 | $2,814+5.4% | $4,527-34.5% | $4,651-36.2% |
| Admin fee / account holder | $67 | $915-92.6% | $6,165-98.9% | $433-84.4% |