Filed July 20, 2017
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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $290 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,066 | $47,977-49.8% | $154,111-84.4% | $56,287-57.2% |
| Participation rate | 99.5% | 66.2%+33.4pp | 83.0%+16.5pp | 69.9%+29.7pp |
| Annual return | -7.50% | 3.54%-11.0pp | 735.18%-742.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $5,309 | $2,169+144.8% | $5,298+0.2% | $2,111+151.5% |
| Participant deferral / active EE | $5,571 | $2,392+132.9% | $5,081+9.7% | $3,350+66.3% |
| Admin fee / account holder | $25 | $438-94.3% | $13,411-99.8% | $521-95.2% |