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 | $39,858 |
MATHEWS, CRTER, AND BOYCE, P.C.6+ years Service code 15 · EIN 54-1487262 | Recordkeeping | $18,500 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $15,000 |
NFP RETIREMENT INC5 years Filed as: NFP ADVISOR SERVICES HOLDINGS D, IN Service code 15 · EIN 47-1566880 | Recordkeeping | $9,000 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $6,000 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
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 | $74,246 | $66,813+11.1% | $100,535-26.1% | $73,497+1.0% |
| Participation rate | 74.1% | 77.5%-3.4pp | 79.4%-5.3pp | 70.7%+3.4pp |
| Annual return | 12.93% | 25.70%-12.8pp | 30.90%-18.0pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,971 | $2,147-8.2% | $3,419-42.3% | $2,270-13.2% |
| Participant deferral / active EE | $6,597 | $5,883+12.1% | $6,271+5.2% | $3,740+76.4% |
| Admin fee / account holder | $347 | $512-32.3% | $8,085-95.7% | $513-32.5% |