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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,104 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $23,594 |
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 | $31,037 | $86,655-64.2% | $119,622-74.1% | $66,938-53.6% |
| Participation rate | 85.6% | 75.6%+10.1pp | 79.3%+6.4pp | 69.8%+15.8pp |
| Annual return | -20.08% | -8.00%-12.1pp | -14.98%-5.1pp | 1.58%-21.7pp |
| Employer contribution / active EE | $1,654 | $2,536-34.8% | $4,232-60.9% | $2,545-35.0% |
| Participant deferral / active EE | $5,215 | $4,358+19.7% | $5,601-6.9% | $4,238+23.0% |
| Admin fee / account holder | $231 | $755-69.4% | $10,328-97.8% | $594-61.1% |