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 | $13,311 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,817 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,368 | $65,437-33.7% | $86,698-50.0% | $66,949-35.2% |
| Participation rate | 92.0% | 75.5%+16.5pp | 76.6%+15.4pp | 69.8%+22.1pp |
| Annual return | -16.38% | -10.91%-5.5pp | 35.96%-52.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $533 | $2,154-75.3% | $2,837-81.2% | $2,545-79.1% |
| Participant deferral / active EE | $3,330 | $4,102-18.8% | $4,656-28.5% | $4,239-21.4% |
| Admin fee / account holder | $133 | $642-79.2% | $7,492-98.2% | $594-77.5% |