Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $45,463 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,364 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,366 | $88,087-30.3% | $164,866-62.8% | $74,546-17.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.04% | 17.27%-4.2pp | 69.97%-56.9pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $3,291 | $2,595+26.8% | $4,343-24.2% | $2,624+25.4% |
| Participant deferral / active EE | $7,434 | $4,499+65.2% | $6,033+23.2% | $4,347+71.0% |
| Admin fee / account holder | $292 | $2,232-86.9% | $12,689-97.7% | $1,944-85.0% |