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 |
|---|---|---|
LPL FINANCIAL7 years Service code 15 · EIN 04-3046611 | Recordkeeping | $11,182 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,245 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $103,089 | $55,889+84.5% | $76,119+35.4% | $80,935+27.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.66% | 20.58%-7.9pp | 361.25%-348.6pp | 35.66%-23.0pp |
| Employer contribution / active EE | $5,307 | $1,866+184.4% | $2,693+97.1% | $2,757+92.5% |
| Participant deferral / active EE | $5,590 | $3,051+83.2% | $4,259+31.2% | $4,299+30.0% |
| Admin fee / account holder | $140 | $5,241-97.3% | $6,421-97.8% | $6,924-98.0% |