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 | $25,743 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,740 | $79,169+12.1% | $100,415-11.6% | $74,478+19.1% |
| Participation rate | 98.8% | 79.4%+19.4pp | 81.5%+17.2pp | 67.2%+31.5pp |
| Annual return | 12.11% | 20.51%-8.4pp | 49.47%-37.4pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $4,268 | $3,017+41.5% | $3,943+8.2% | $2,626+62.5% |
| Participant deferral / active EE | $5,682 | $7,751-26.7% | $8,091-29.8% | $4,350+30.6% |
| Admin fee / account holder | $116 | $1,337-91.3% | $7,906-98.5% | $1,946-94.0% |