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 | $1,835 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,411 | $101,499-12.9% | $147,005-39.9% | $74,546+18.6% |
| Participation rate | 85.0% | 75.5%+9.4pp | 82.2%+2.8pp | 67.2%+17.7pp |
| Annual return | 16.93% | 8732.34%-8715.4pp | 418.76%-401.8pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $4,694 | $3,811+23.2% | $4,934-4.9% | $2,624+78.9% |
| Participant deferral / active EE | $15,595 | $7,304+113.5% | $8,070+93.2% | $4,347+258.7% |
| Admin fee / account holder | $10 | $1,748-99.4% | $13,006-99.9% | $1,944-99.5% |