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 | $1,565 |
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 | $63,992 | $69,477-7.9% | $94,679-32.4% | $71,495-10.5% |
| Participation rate | 88.0% | 78.4%+9.6pp | 80.8%+7.2pp | 67.9%+20.1pp |
| Annual return | 26.84% | 29.66%-2.8pp | 156.75%-129.9pp | 28.85%-2.0pp |
| Employer contribution / active EE | $8,315 | $2,853+191.4% | $3,673+126.4% | $2,589+221.1% |
| Participant deferral / active EE | $11,567 | $7,345+57.5% | $7,417+55.9% | $4,291+169.6% |
| Admin fee / account holder | $10 | $1,210-99.2% | $7,233-99.9% | $1,588-99.4% |