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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,174 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT4+ years Service code 49 111 ROCKVILLE PIKE SUITE 825 · ROCKVILLE, MD 20850 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,451 | $73,102-73.4% | $123,552-84.3% | $56,287-65.4% |
| Participation rate | 88.9% | 74.3%+14.6pp | 82.3%+6.6pp | 69.9%+19.0pp |
| Annual return | -3.25% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $3,141 | $2,977+5.5% | $4,628-32.1% | $2,111+48.8% |
| Participant deferral / active EE | $3,607 | $5,423-33.5% | $6,426-43.9% | $3,350+7.7% |
| Admin fee / account holder | $35 | $554-93.7% | $9,285-99.6% | $521-93.3% |