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 |
|---|---|---|
Filed as: INDEX FUND ADVISORS, INC. Service code 15 · EIN 46-3096907 | Recordkeeping | $22,505 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,090 |
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.)
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 | $54,233 | $60,795-10.8% | $69,483-21.9% | $65,186-16.8% |
| Participation rate | 49.1% | 74.9%-25.8pp | 74.6%-25.5pp | 70.2%-21.1pp |
| Annual return | 13.49% | 17.46%-4.0pp | 28.99%-15.5pp | 29.39%-15.9pp |
| Employer contribution / active EE | $643 | $2,452-73.8% | $2,780-76.9% | $2,177-70.5% |
| Participant deferral / active EE | $2,481 | $3,162-21.5% | $3,537-29.8% | $3,514-29.4% |
| Admin fee / account holder | $347 | $314+10.6% | $3,841-91.0% | $847-59.0% |