Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,805 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: M HOLDINGS SECURITIES Service code 49 1125 NW COUCH STREET 900 · PORTLAND, OR 97209 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,398 | $79,223-46.5% | $102,460-58.6% | $74,478-43.1% |
| Participation rate | 99.0% | 74.8%+24.3pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 14.69% | 54.98%-40.3pp | 29.47%-14.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $6,334 | $2,363+168.1% | $3,025+109.4% | $2,626+141.2% |
| Participant deferral / active EE | $10,845 | $4,417+145.5% | $5,056+114.5% | $4,350+149.3% |
| Admin fee / account holder | $19 | $2,003-99.0% | $9,460-99.8% | $1,946-99.0% |