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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,969 |
MARINER LLC3+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $14,024 |
ADP BROKER-DEALER3+ 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.
Participant 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 | $93,761 | $71,192+31.7% | $117,861-20.4% | $62,293+50.5% |
| Participation rate | 42.7% | 74.2%-31.6pp | 79.7%-37.0pp | 69.5%-26.9pp |
| Annual return | 19.03% | 18.66%+0.4pp | 335.11%-316.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $620 | $1,934-68.0% | $3,786-83.6% | $2,042-69.7% |
| Participant deferral / active EE | $1,350 | $3,189-57.7% | $4,482-69.9% | $3,169-57.4% |
| Admin fee / account holder | $311 | $587-47.1% | $8,021-96.1% | $479-35.2% |