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 | $9,861 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,145 | $73,638-17.0% | $95,960-36.3% | $73,493-16.8% |
| Participation rate | 98.5% | 76.2%+22.3pp | 77.1%+21.4pp | 70.7%+27.8pp |
| Annual return | -6.99% | 16.78%-23.8pp | 91.63%-98.6pp | 28.51%-35.5pp |
| Employer contribution / active EE | $5,634 | $1,863+202.4% | $2,541+121.7% | $2,270+148.2% |
| Participant deferral / active EE | $11,960 | $3,617+230.7% | $4,167+187.0% | $3,740+219.8% |
| Admin fee / account holder | $41 | $482-91.5% | $6,797-99.4% | $513-92.1% |