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 | $39,064 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $25,382 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,090 | $88,087-45.4% | $164,866-70.8% | $74,546-35.5% |
| Participation rate | 90.9% | 73.1%+17.8pp | 78.6%+12.3pp | 67.2%+23.7pp |
| Annual return | 13.90% | 17.27%-3.4pp | 69.97%-56.1pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,823 | $2,595-29.7% | $4,343-58.0% | $2,624-30.5% |
| Participant deferral / active EE | $6,324 | $4,499+40.6% | $6,033+4.8% | $4,347+45.5% |
| Admin fee / account holder | $275 | $2,232-87.7% | $12,689-97.8% | $1,944-85.8% |