Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,395 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $92,541 | $59,191+56.3% | $76,767+20.5% | $56,289+64.4% |
| Participation rate | 95.4% | 75.2%+20.2pp | 77.0%+18.4pp | 69.9%+25.6pp |
| Annual return | -5.15% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,426 | $1,759-18.9% | $2,485-42.6% | $2,111-32.5% |
| Participant deferral / active EE | $4,580 | $3,255+40.7% | $3,852+18.9% | $3,350+36.7% |
| Admin fee / account holder | $26 | $489-94.6% | $6,675-99.6% | $521-94.9% |