Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC3 years Service code 15 · EIN 33-0905143 | Recordkeeping | $34,128 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,538 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $61,138 | $89,282-31.5% | $94,664-35.4% | $74,460-17.9% |
| Participation rate | 96.6% | 82.4%+14.2pp | 80.8%+15.8pp | 70.7%+25.9pp |
| Annual return | 23.62% | 25.96%-2.3pp | 156.84%-133.2pp | 34.38%-10.8pp |
| Employer contribution / active EE | $3,371 | $3,022+11.5% | $3,673-8.2% | $2,638+27.8% |
| Participant deferral / active EE | $12,683 | $8,425+50.5% | $7,417+71.0% | $4,530+180.0% |
| Admin fee / account holder | $88 | $219-59.8% | $7,222-98.8% | $348-74.7% |