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 | $20,576 |
FISHER INVESTMENTS1 year Service code 27 6500 INTERNATIONAL PARKWAY · PLANO, TX 75093 | Advisory (Plan) | $7,589 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $20,999 | $63,471-66.9% | $68,808-69.5% | $66,938-68.6% |
| Participation rate | 28.6% | 60.0%-31.3pp | 69.0%-40.4pp | 69.8%-41.2pp |
| Annual return | -16.05% | -8.29%-7.8pp | -6.37%-9.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $278 | $1,776-84.4% | $2,656-89.5% | $2,545-89.1% |
| Participant deferral / active EE | $1,579 | $2,946-46.4% | $3,942-59.9% | $4,238-62.7% |
| Admin fee / account holder | $357 | $578-38.2% | $4,936-92.8% | $594-39.8% |