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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,795 | $93,598-22.2% | $135,974-46.5% | $75,173-3.2% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 17.13% | 30.89%-13.8pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $5,862 | $3,538+65.7% | $4,859+20.7% | $2,671+119.5% |
| Participant deferral / active EE | $7,135 | $6,405+11.4% | $7,760-8.1% | $4,126+72.9% |
| Admin fee / account holder | $308 | $6,978-95.6% | $10,767-97.1% | $5,651-94.5% |