Filed July 7, 2021
Total covered: 12 employees
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,951 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $28,166 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $39,755 | $55,470-28.3% | $155,556-74.4% | $74,478-46.6% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 13.09% | 269.80%-256.7pp | 64.84%-51.7pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $3,815 | $2,267+68.3% | $4,675-18.4% | $2,626+45.3% |
| Participant deferral / active EE | $5,901 | $2,838+107.9% | $5,631+4.8% | $4,350+35.7% |
| Admin fee / account holder | $202 | $1,744-88.4% | $15,885-98.7% | $1,946-89.6% |