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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,994 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,969 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,475 | $84,936-42.9% | $111,308-56.5% | $79,391-38.9% |
| Participation rate | 90.1% | 75.9%+14.2pp | 77.3%+12.8pp | 70.7%+19.4pp |
| Annual return | 10.94% | 17.45%-6.5pp | 54.67%-43.7pp | 116.88%-105.9pp |
| Employer contribution / active EE | $482 | $1,979-75.6% | $2,732-82.4% | $2,428-80.1% |
| Participant deferral / active EE | $3,012 | $3,888-22.5% | $4,487-32.9% | $4,046-25.5% |
| Admin fee / account holder | $121 | $537-77.5% | $7,965-98.5% | $627-80.7% |