Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,278 |
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 | $50,614 | $101,672-50.2% | $147,117-65.6% | $74,478-32.0% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.2%-10.3pp | 67.2%+4.7pp |
| Annual return | 14.10% | 8757.83%-8743.7pp | 420.54%-406.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,489 | $7,305+71.0% | $8,065+54.9% | $4,350+187.1% |
| Admin fee / account holder | $139 | $1,753-92.1% | $12,993-98.9% | $1,946-92.9% |