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 | $20,014 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $76,857 | $127,481-39.7% | $149,730-48.7% | $90,274-14.9% |
| Participation rate | 99.1% | 78.2%+20.9pp | 82.5%+16.7pp | 73.4%+25.8pp |
| Annual return | 22.94% | 57.78%-34.8pp | 276.70%-253.8pp | 53.97%-31.0pp |
| Employer contribution / active EE | $5,749 | $3,448+66.7% | $4,645+23.8% | $2,523+127.8% |
| Participant deferral / active EE | $12,021 | $6,975+72.3% | $6,843+75.7% | $4,231+184.2% |
| Admin fee / account holder | $13 | $152-91.7% | $9,310-99.9% | $114-89.0% |