Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,270 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $57,834 | $65,557-11.8% | $105,736-45.3% | $56,289+2.7% |
| Participation rate | 85.4% | 63.4%+22.0pp | 76.3%+9.1pp | 69.9%+15.6pp |
| Annual return | 12.39% | -1.32%+13.7pp | 6.27%+6.1pp | -9.96%+22.3pp |
| Employer contribution / active EE | $2,602 | $1,788+45.5% | $3,268-20.4% | $2,111+23.2% |
| Participant deferral / active EE | $4,096 | $2,418+69.4% | $4,080+0.4% | $3,350+22.3% |
| Admin fee / account holder | $148 | $561-73.7% | $6,913-97.9% | $521-71.6% |