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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $26,592 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,679 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,512 | $72,620-19.4% | $90,760-35.5% | $66,938-12.6% |
| Participation rate | 80.7% | 73.7%+7.0pp | 75.7%+5.0pp | 69.8%+10.9pp |
| Annual return | -19.58% | -12.28%-7.3pp | -12.16%-7.4pp | 1.58%-21.2pp |
| Employer contribution / active EE | $512 | $2,369-78.4% | $2,922-82.5% | $2,545-79.9% |
| Participant deferral / active EE | $2,632 | $3,979-33.8% | $4,565-42.3% | $4,238-37.9% |
| Admin fee / account holder | $369 | $707-47.8% | $8,444-95.6% | $594-37.8% |