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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,517 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,207 | $88,122-69.1% | $141,191-80.7% | $67,579-59.7% |
| Participation rate | 96.1% | 76.5%+19.6pp | 82.5%+13.6pp | 71.3%+24.8pp |
| Annual return | 28.07% | 75.40%-47.3pp | 71.41%-43.3pp | 378.56%-350.5pp |
| Employer contribution / active EE | $3,623 | $3,224+12.4% | $4,736-23.5% | $2,148+68.7% |
| Participant deferral / active EE | $7,775 | $5,958+30.5% | $6,710+15.9% | $3,539+119.7% |
| Admin fee / account holder | $8 | $131-93.9% | $10,264-99.9% | $142-94.4% |