Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 54-1953476 | Recordkeeping | $8,800 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,309 |
ADP BROKER-DEALER1 year 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 | $35,917 | $78,562-54.3% | $105,608-66.0% | $74,429-51.7% |
| Participation rate | 93.8% | 72.8%+21.0pp | 75.3%+18.5pp | 67.2%+26.6pp |
| Annual return | 19.17% | 15.94%+3.2pp | 116.50%-97.3pp | 1368.38%-1349.2pp |
| Employer contribution / active EE | $682 | $2,521-72.9% | $3,167-78.5% | $2,625-74.0% |
| Participant deferral / active EE | $2,194 | $4,321-49.2% | $5,010-56.2% | $4,348-49.5% |
| Admin fee / account holder | $44 | $2,217-98.0% | $11,028-99.6% | $1,944-97.8% |