Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $65,568 |
Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 15 · EIN 38-2117812 | Recordkeeping | $31,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,832 | $66,459-40.1% | $81,353-51.0% | $77,736-48.8% |
| Participation rate | 94.8% | 68.7%+26.1pp | 69.5%+25.3pp | 70.6%+24.3pp |
| Annual return | 15.93% | 15.95%0pp | 24.82%-8.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,599 | $2,156-25.8% | $2,464-35.1% | $2,728-41.4% |
| Participant deferral / active EE | $4,353 | $3,674+18.5% | $3,885+12.1% | $4,651-6.4% |
| Admin fee / account holder | $195 | $585-66.7% | $5,766-96.6% | $433-55.0% |