Filed April 26, 2023
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 |
|---|---|---|
ADVISORNET FINANCIAL4 years Service code 15 · EIN 41-1378662 | Recordkeeping | $20,491 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,158 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $39,497 | $98,982-60.1% | $162,171-75.6% | $65,185-39.4% |
| Participation rate | 94.9% | 85.8%+9.1pp | 87.6%+7.4pp | 70.2%+24.7pp |
| Annual return | 24.61% | 24.84%-0.2pp | 115.60%-91.0pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,533 | $3,467-55.8% | $5,613-72.7% | $2,177-29.6% |
| Participant deferral / active EE | $3,673 | $5,384-31.8% | $7,297-49.7% | $3,514+4.5% |
| Admin fee / account holder | $94 | $596-84.2% | $10,843-99.1% | $847-88.9% |