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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $144,424 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $90,122 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,627 | $56,095-65.0% | $178,499-89.0% | $90,274-78.3% |
| Participation rate | 41.0% | 65.6%-24.5pp | 81.9%-40.9pp | 73.4%-32.3pp |
| Annual return | 12.97% | 28.81%-15.8pp | 151.10%-138.1pp | 53.97%-41.0pp |
| Employer contribution / active EE | $203 | $1,572-87.1% | $5,011-96.0% | $2,523-92.0% |
| Participant deferral / active EE | $1,236 | $2,669-53.7% | $5,202-76.2% | $4,231-70.8% |
| Admin fee / account holder | $139 | $101+38.1% | $13,986-99.0% | $114+21.9% |