Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $46,628 |
HPM PARTNERS1+ years Service code 37 · EIN 35-2467663 | Loan Processing | $39,334 |
Filed as: MERRILL LYNCH Service code 37 ONE BRYANT PARK · NEW YORK, NY 10036 | Loan Processing | $28,769 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,527 | $52,967+67.1% | $172,753-48.8% | $65,186+35.8% |
| Participation rate | 82.4% | 66.2%+16.2pp | 82.6%-0.2pp | 70.2%+12.2pp |
| Annual return | 16.91% | 30.12%-13.2pp | 803.00%-786.1pp | 29.39%-12.5pp |
| Employer contribution / active EE | $1,834 | $2,190-16.3% | $5,144-64.3% | $2,177-15.7% |
| Participant deferral / active EE | $3,653 | $2,471+47.9% | $5,198-29.7% | $3,514+4.0% |
| Admin fee / account holder | $498 | $472+5.5% | $13,956-96.4% | $847-41.2% |