Filed December 29, 2021
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,838 |
Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $41,092 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,300 | $82,163-68.0% | $125,381-79.0% | $64,819-59.4% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -19.20% | 3.49%-22.7pp | 572.31%-591.5pp | 32.84%-52.0pp |
| Employer contribution / active EE | $835 | $3,616-76.9% | $4,815-82.7% | $2,507-66.7% |
| Participant deferral / active EE | $7,164 | $7,175-0.1% | $7,448-3.8% | $4,311+66.2% |
| Admin fee / account holder | $197 | $163+20.7% | $10,007-98.0% | $188+4.9% |