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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,577 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $109,824 | $106,264+3.4% | $147,117-25.3% | $77,762+41.2% |
| Participation rate | 74.7% | 78.4%-3.7pp | 82.2%-7.5pp | 70.6%+4.1pp |
| Annual return | 19.12% | 56.94%-37.8pp | 420.54%-401.4pp | 31.27%-12.1pp |
| Employer contribution / active EE | $3,036 | $4,074-25.5% | $4,932-38.4% | $2,728+11.3% |
| Participant deferral / active EE | $9,651 | $8,003+20.6% | $8,065+19.7% | $4,651+107.5% |
| Admin fee / account holder | $38 | $334-88.6% | $12,993-99.7% | $433-91.2% |