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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,856 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $57,336 | $106,247-46.0% | $147,096-61.0% | $77,714-26.2% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 17.28% | 56.87%-39.6pp | 419.75%-402.5pp | 31.26%-14.0pp |
| Employer contribution / active EE | $5,117 | $4,069+25.7% | $4,936+3.7% | $2,727+87.7% |
| Participant deferral / active EE | $11,909 | $7,996+48.9% | $8,071+47.5% | $4,649+156.1% |
| Admin fee / account holder | $20 | $338-94.1% | $13,005-99.8% | $433-95.4% |