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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,085 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,095 | $64,612-61.2% | $86,439-71.0% | $64,814-61.3% |
| Participation rate | 94.1% | 81.5%+12.6pp | 80.3%+13.7pp | 71.5%+22.6pp |
| Annual return | 13.82% | 0.66%+13.2pp | 4395.55%-4381.7pp | 32.84%-19.0pp |
| Employer contribution / active EE | $2,601 | $2,744-5.2% | $3,769-31.0% | $2,507+3.8% |
| Participant deferral / active EE | $11,172 | $7,497+49.0% | $6,952+60.7% | $4,310+159.2% |
| Admin fee / account holder | $56 | $169-67.1% | $6,732-99.2% | $188-70.4% |