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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,507 |
Filed as: CAMBRIDGE INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 | Recordkeeping | $7,792 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $5,795 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,707 | $103,024-58.5% | $112,040-61.9% | $79,634-46.4% |
| Participation rate | 95.7% | 80.6%+15.2pp | 76.5%+19.2pp | 62.5%+33.3pp |
| Annual return | 33.22% | 17.60%+15.6pp | 24.52%+8.7pp | 36.46%-3.2pp |
| Employer contribution / active EE | $2,379 | $3,015-21.1% | $2,954-19.5% | $2,529-5.9% |
| Participant deferral / active EE | $7,644 | $5,233+46.1% | $5,098+50.0% | $3,835+99.3% |
| Admin fee / account holder | $85 | $465-81.7% | $12,098-99.3% | $1,002-91.5% |