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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $48,419 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,139 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,699 | $76,696+88.7% | $96,515+49.9% | $71,511+102.3% |
| Participation rate | 99.3% | 66.6%+32.7pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 18.19% | 48.32%-30.1pp | 35.73%-17.5pp | 28.86%-10.7pp |
| Employer contribution / active EE | $7,113 | $3,032+134.6% | $3,740+90.2% | $2,589+174.7% |
| Participant deferral / active EE | $7,883 | $3,770+109.1% | $4,880+61.6% | $4,291+83.7% |
| Admin fee / account holder | $305 | $2,030-85.0% | $6,735-95.5% | $1,588-80.8% |