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 | $24,786 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 15 · EIN 44-0160260 | Recordkeeping | $17,140 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $8,628 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,187 | $79,169-3.8% | $100,415-24.1% | $74,478+2.3% |
| Participation rate | 67.6% | 79.4%-11.8pp | 81.5%-13.9pp | 67.2%+0.3pp |
| Annual return | 11.07% | 20.51%-9.4pp | 49.47%-38.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,876 | $3,017-37.8% | $3,943-52.4% | $2,626-28.6% |
| Participant deferral / active EE | $3,590 | $7,751-53.7% | $8,091-55.6% | $4,350-17.5% |
| Admin fee / account holder | $316 | $1,337-76.4% | $7,906-96.0% | $1,946-83.8% |