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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,803 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 15 · EIN 20-1113894 | Recordkeeping | $16,687 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,011 | $65,125-34.0% | $143,797-70.1% | $66,949-35.8% |
| Participation rate | 54.1% | 65.2%-11.1pp | 80.3%-26.3pp | 69.8%-15.8pp |
| Annual return | -18.62% | -11.13%-7.5pp | -0.04%-18.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $520 | $2,362-78.0% | $4,952-89.5% | $2,545-79.6% |
| Participant deferral / active EE | $1,890 | $2,920-35.3% | $5,638-66.5% | $4,239-55.4% |
| Admin fee / account holder | $332 | $503-34.0% | $14,679-97.7% | $594-44.1% |