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 |
|---|---|---|
Service code 15 · EIN 27-3463733 | Recordkeeping | $16,940 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,724 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $57,551 | $72,486-20.6% | $87,103-33.9% | $72,976-21.1% |
| Participation rate | 71.8% | 72.8%-1.0pp | 76.9%-5.1pp | 69.5%+2.3pp |
| Annual return | 23.43% | 24.46%-1.0pp | 28.19%-4.8pp | 81.02%-57.6pp |
| Employer contribution / active EE | $1,418 | $1,894-25.1% | $2,521-43.8% | $2,440-41.9% |
| Participant deferral / active EE | $3,014 | $3,270-7.8% | $4,049-25.6% | $3,608-16.5% |
| Admin fee / account holder | $212 | $5,055-95.8% | $7,491-97.2% | $5,124-95.9% |